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BPRE

Bluerock Private Real Estate Fund
BPRE

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
251
Montis Financial
Massachusetts
$192K +$198K +12,802 New
2L
252
25 LLC
Missouri
$189K +$194K +12,585 New
NAS
253
NWF Advisory Services
California
$189K +$194K +12,579 New
RDFA
254
Ritter Daniher Financial Advisory
Ohio
$188K +$194K +12,560 New
SWA
255
Sax Wealth Advisors
New Jersey
$187K +$192K +12,461 New
HPC
256
HM Payson & Co
Maine
$184K +$189K +12,247 New
DADC
257
D.A. Davidson & Co
Montana
$183K +$189K +12,221 New
RSWM
258
Robertson Stephens Wealth Management
California
$180K +$186K +12,025 New
CAM
259
Cresset Asset Management
Illinois
$178K +$183K +11,878 New
SA
260
Strategic Advocates
Utah
$174K +$179K +11,577 New
OPWM
261
Oregon Pacific Wealth Management
Oregon
$172K +$177K +11,499 New
AWM
262
Apollon Wealth Management
South Carolina
$172K +$177K +11,455 New
QP
263
Quartz Partners
New York
$172K +$176K +11,434 New
MI
264
Motiv8 Investments
Florida
$171K +$176K +11,386 New
SIAG
265
Safeguard Investment Advisory Group
California
$167K +$171K +11,111 New
AC
266
Applied Capital
Arkansas
$164K +$169K +10,937 New
KW
267
KWB Wealth
California
$162K +$167K +10,803 New
SWM
268
SFG Wealth Management
Maryland
$160K +$165K +10,684 New
CRC
269
Curi RMB Capital
Illinois
$158K +$163K +10,541 New
IA
270
IFP Advisors
Florida
$157K +$162K +10,481 New
SFS
271
Sowell Financial Services
Arkansas
$154K +$158K +10,240 New
RFA
272
Resurgent Financial Advisors
Georgia
$154K +$158K +10,234 New
BAM
273
BOS Asset Management
Illinois
$150K +$155K +10,033 New
MWA
274
Medallion Wealth Advisors
Connecticut
$133K +$137K +8,886 New
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$129K +$133K +8,622 New
9 10
11
12 13