Turning Point Benefit Group, Inc.
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2008513
FREDERICK, MD
Position in BPRE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,088,743
+$3,473,459 QoQ
Shares Held
314,277
+748.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Turning Point Benefit Group, Inc. holds $9,584,194 across 2 Asset Management names. BPRE ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
19,253 | $5,495,451 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
This page
|
314,277 | $4,088,743 |
All Filings in BPRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,088,743 | 314,277 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $615,284 | 37,043 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,039,715 | 335,981 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||