EARNED WEALTH ADVISORS, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 1905663
WALNUT CREEK, CA
Position in BPRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$461,789
-$153,345 QoQ
Shares Held
35,495
-4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#165
of 306 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, 2026EARNED WEALTH ADVISORS, LLC holds $2,925,144 across 3 Asset Management names. BPRE ranks #3 (15.8% of the industry book) .
All Filings in BPRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,789 | 35,495 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $615,134 | 37,034 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $558,810 | 37,254 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||