Total Clarity Wealth Management, Inc.
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1804909
ST. CHARLES, IL
Position in BPRE
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$234,483
-$23,997 QoQ
Shares Held
14,117
-18.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
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, 2026Total Clarity Wealth Management, Inc. holds $1,393,316 across 5 Asset Management names. BPRE ranks #4 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DXYZ |
Destiny Tech100 Inc.
|
20,252 | $542,348 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
10,096 | $246,241 | |
| 3 | UTG |
Reaves Utility Income Fund
|
6,190 | $243,143 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
This page
|
14,117 | $234,483 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
11,318 | $127,101 |
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,483 | 14,117 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $258,480 | 17,232 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||