Welch Financial Planning, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2085141
BOULDER, CO
Position in BPRE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$804,421
-$375,669 QoQ
Shares Held
61,831
-13.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#138
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, 2026Welch Financial Planning, LLC holds $2,860,898 across 2 Asset Management names. BPRE ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
110,981 | $2,056,477 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
This page
|
61,831 | $804,421 |
All Filings in BPRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,421 | 61,831 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,180,090 | 71,047 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,111,200 | 74,080 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||