Sunbelt Securities, Inc.
Broker-DealerPosition in BPRE — Bluerock Private Real Estate Fund
CIK 1632932
HOUSTON, TX
Position in BPRE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,702,250
+$4,331,465 QoQ
Shares Held
1,186,168
+15.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sunbelt Securities, Inc. holds $49,257,514 across 110 Asset Management names. BPRE ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
1,186,168 | $19,702,250 | |
| 2 | ARCC |
Ares Capital Corp
|
228,982 | $4,126,255 | |
| 3 | BX |
Blackstone Inc.
|
28,647 | $3,294,118 | |
| 4 | SLRC |
SLR Investment Corp.
|
131,347 | $1,879,575 | |
| 5 | SCM |
Stellus Capital Investment Corp
|
203,190 | $1,871,379 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
65,438 | $1,550,226 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
69,019 | $1,412,128 | |
| 8 | PNNT |
Pennantpark Investment Corp
|
298,217 | $1,338,994 |
All Filings in BPRE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,702,250 | 1,186,168 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,370,785 | 1,024,719 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||