Lakeridge Wealth Management LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2012028
MENTOR, OH
Position in BPRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,122,841
-$808,043 QoQ
Shares Held
163,170
-7.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#67
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, 2026Lakeridge Wealth Management LLC holds $2,405,380 across 3 Asset Management names. BPRE ranks #1 (88.3% 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 | $2,122,841 | 163,170 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,930,884 | 176,453 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,678,295 | 178,553 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||