Regal Investment Advisors LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1559789
KENTWOOD, MI
Position in BPRE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$486,955
-$26,720 QoQ
Shares Held
29,317
-14.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 78.82457277347615.ToString("F0")%
Shared 0.ToString("F0")%
None 21.175427226523862.ToString("F0")%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Regal Investment Advisors LLC holds $6,508,887 across 21 Asset Management names. BPRE ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
21,914 | $1,045,736 | |
| 2 | BX |
Blackstone Inc.
|
8,002 | $920,149 | |
| 3 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
30,702 | $525,618 | |
| 4 | BLK |
BlackRock, Inc.
|
517 | $497,204 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
This page
|
29,317 | $486,955 | |
| 6 | NZF |
Nuveen Municipal Credit Income Fund
|
27,939 | $340,297 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,036 | $273,573 | |
| 8 | MMT |
Aberdeen Multi-Market Income Fund
|
58,883 | $272,039 |
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||