Gaddis Premier Wealth Advisors LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 2087873
DURANT, OK
Position in BPRE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$136,644
-$35,269 QoQ
Shares Held
10,503
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#246
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, 2026Gaddis Premier Wealth Advisors LLC holds $312,193 across 2 Asset Management names. BPRE ranks #2 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
16,719 | $175,549 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
This page
|
10,503 | $136,644 |
All Filings in BPRE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,644 | 10,503 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $171,913 | 10,350 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $236,670 | 15,778 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||