INDEPENDENT FINANCIAL GROUP, LLC
Position in BPRE — Bluerock Private Real Estate Fund
CIK 275484
SAN DIEGO, CA
Position in BPRE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,214,663
+$6,332,888 QoQ
Shares Held
1,156,813
+34.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BPRE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $154,834,786 across 101 Asset Management names. BPRE ranks #1 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
This page
|
1,156,813 | $19,214,663 | |
| 2 | FSK |
FS KKR Capital Corp
|
1,396,710 | $14,218,507 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
731,544 | $12,516,717 | |
| 4 | PSEC |
Prospect Capital Corp
|
3,460,351 | $9,031,516 | |
| 5 | ARCC |
Ares Capital Corp
|
273,308 | $4,925,010 | |
| 6 | PFL |
Pimco Income Strategy Fund
|
550,155 | $4,401,240 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
815,511 | $4,159,106 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
366,801 | $3,972,454 |
All Filings in BPRE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,214,663 | 1,156,813 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,881,775 | 858,785 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||