Safeguard Investment Advisory Group, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1846711
Corona, CA
Position in BPRE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$137,203
-$33,780 QoQ
Shares Held
10,546
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#244
of 308 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Safeguard Investment Advisory Group, LLC holds $211,886 across 2 Asset Management names. BPRE ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
10,546 | $137,203 | |
| 2 | GAB |
Gabelli Equity Trust Inc
|
13,195 | $74,683 |
All Filings in BPRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,203 | 10,546 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $170,983 | 10,294 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $166,665 | 11,111 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||