Bright Futures Wealth Management, LLC.
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1803980
WEBSTER, NY 14580, NY
Position in BPRE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$211,685
New position
Shares Held
16,271
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#219
of 308 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Bright Futures Wealth Management, LLC. holds $298,621 across 2 Asset Management names. BPRE ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
16,271 | $211,685 | |
| 2 | PML |
Pimco Municipal Income Fund II
|
11,424 | $86,936 |
All Filings in BPRE
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,685 | 16,271 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||