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
-$566,485 QoQ
Shares Held
112,782
-7.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.07%
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, 2026WealthPoint Financial, LLC holds $4,111,191 across 3 Asset Management names. BPRE ranks #2 (35.7% 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 | $1,467,293 | 112,782 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,033,778 | 122,443 | Shares | Sole | 2026-06-26 | |
| 2025-12-31 | $2,208,990 | 147,266 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||