WealthPoint Financial, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2040860
CRAMERTON, NC
Position in BPRE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,467,293
-$978,795 QoQ
Shares Held
112,782
-23.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.70%
of 13F equity value
Holder Rank
#94
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, 2026WealthPoint Financial, LLC holds $1,834,608 across 2 Asset Management names. BPRE ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
112,782 | $1,467,293 | |
| 2 | BLK |
BlackRock, Inc.
|
382 | $367,315 |
All Filings in BPRE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,293 | 112,782 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||