BlueChip Wealth Advisors LLC

Position in BPRE — Bluerock Private Real Estate Fund

CIK 2015578 Milton, GA

Position in BPRE

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$311,919

-$158,586 QoQ

Shares Held

18,779

-40.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

BlueChip Wealth Advisors LLC holds $760,901 across 5 Asset Management names. BPRE ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund This page	18,779	$311,919
2	CION	CION Investment Corp	24,676	$168,783
3	OBDC	Blue Owl Capital Corp	10,837	$119,857
4	FSK	FS KKR Capital Corp	10,095	$102,767
5	DFDV	DeFi Development Corp.	17,500	$57,575

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$311,919	18,779	-40.1%	Shares	Sole	2026-05-05
2025-12-31	$470,505	31,367	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.