Regal Investment Advisors LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1559789
KENTWOOD, MI
Position in BPRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$379,761
-$107,194 QoQ
Shares Held
29,190
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#176
of 309 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 80%
None 20%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $6,626,227 across 20 Asset Management names. BPRE ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
9,691 | $1,140,339 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
22,064 | $887,634 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
28,531 | $502,716 | |
| 4 | BLK |
BlackRock, Inc.
|
508 | $488,472 | |
| 5 | PFG |
Principal Financial Group Inc
|
3,840 | $413,875 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
30,750 | $389,910 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
This page
|
29,190 | $379,761 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
64,383 | $283,285 |
All Filings in BPRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,761 | 29,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $486,955 | 29,317 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $513,675 | 34,245 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||