AMJ Financial Wealth Management
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1801585
LEESBURG, VA
Position in BPRE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,041,736
-$288,259 QoQ
Shares Held
80,072
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#121
of 308 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026AMJ Financial Wealth Management holds $1,041,736 across 1 Asset Management name. BPRE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
80,072 | $1,041,736 |
All Filings in BPRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041,736 | 80,072 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,329,995 | 80,072 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,202,235 | 80,149 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||