Position in BPRE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$580,203
+$44,178 QoQ
Shares Held
34,931
-2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026RMR Wealth Builders holds $8,540,843 across 10 Asset Management names. BPRE ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
31,289 | $3,597,922 | |
| 2 | BLK |
BlackRock, Inc.
|
1,755 | $1,687,801 | |
| 3 | MAIN |
Main Street Capital CORP
|
12,712 | $673,227 | |
| 4 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
65,689 | $670,684 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
This page
|
34,931 | $580,203 | |
| 6 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
38,176 | $469,564 | |
| 7 | APO |
Apollo Global Management, Inc.
|
2,758 | $307,296 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
19,561 | $288,915 |
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $580,203 | 34,931 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $536,025 | 35,735 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||