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RETIREMENT FINANCIAL SOLUTIONS, LLC

Pension

Position in BPRE — Bluerock Private Real Estate Fund

CIK 1962532 KNOXVILLE, TN

Position in BPRE

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$590,211
-$232,216 QoQ
Shares Held
45,366
-8.4% QoQ
Ownership
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#149
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, 2026

RETIREMENT FINANCIAL SOLUTIONS, LLC holds $590,211 across 1 Asset Management name. BPRE ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BPRE
Bluerock Private Real Estate Fund
This page
45,366 $590,211

All Filings in BPRE

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $590,211 45,366
2026-03-31 $822,427 49,514
2025-12-31 $754,365 50,291