WealthPoint Financial, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2040860
CRAMERTON, NC
Position in BPRE
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,446,088
+$237,098 QoQ
Shares Held
147,266
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WealthPoint Financial, LLC holds $2,772,107 across 2 Asset Management names. BPRE ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
147,266 | $2,446,088 | |
| 2 | BLK |
BlackRock, Inc.
|
339 | $326,019 |
All Filings in BPRE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,446,088 | 147,266 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,208,990 | 147,266 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||