Position in BPRE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$8,885,884
+$604,774 QoQ
Shares Held
534,972
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BSW Wealth Partners holds $2,240,064 across 5 Asset Management names.
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,885,884 | 534,972 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,281,110 | 552,074 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||