SAGESPRING WEALTH PARTNERS, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2056425
FRANKLIN, TN
Position in BPRE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$137,099
New position
Shares Held
10,538
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 308 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026SAGESPRING WEALTH PARTNERS, LLC holds $11,291,983 across 21 Asset Management names. BPRE ranks #18 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,091 | $2,010,621 | |
| 2 | BX |
Blackstone Inc.
|
12,197 | $1,435,220 | |
| 3 | STT |
State Street Corp
|
6,065 | $1,028,624 | |
| 4 | KKR |
KKR & Co. Inc.
|
7,936 | $728,366 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,388 | $637,454 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,345 | $617,032 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
38,846 | $612,989 | |
| 8 | PFG |
Principal Financial Group Inc
|
5,601 | $603,675 |
All Filings in BPRE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,099 | 10,538 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||