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BPRE

Bluerock Private Real Estate Fund
BPRE

Name Holding Trade Value Shares
Change
Change in
Stake
WFP
126
Welch Financial Planning
Colorado
$1.11M +$1.14M +74,080 New
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$1.11M +$1.14M +73,720 New
LWM
128
LongView Wealth Management
Georgia
$1.1M +$1.07M +69,517 New
OCA
129
Optimus Capital Advisors
Texas
$1.1M +$1.13M +73,200 New
SW
130
SlateStone Wealth
Florida
$1.09M +$1.12M +72,657 New
OIA
131
OneDigital Investment Advisors
Kansas
$1.09M +$1.12M +72,408 New
SFWA
132
Summit Financial Wealth Advisors
Louisiana
$1.08M +$1.11M +72,208 New
SG
133
StoneX Group
New York
$1.07M +$1.1M +71,215 New
SWA
134
Stratos Wealth Advisors
Ohio
$1.04M +$1.07M +69,019 New
FGAM
135
Financial Gravity Asset Management
Texas
$1.03M +$1.06M +68,644 New
BCP
136
Blackhawk Capital Partners
Wisconsin
$1M +$1.03M +66,702 New
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$984K +$1.01M +65,569 New
UBS Group
138
UBS Group
Switzerland
$960K +$987K +63,992 New
AAP
139
Arax Advisory Partners
Colorado
$915K +$942K +61,030 New
TFM
140
Trademark Financial Management
Minnesota
$886K +$912K +59,093 New
FFA
141
Farther Finance Advisors
California
$873K +$898K +58,226 New
CSP
142
Cary Street Partners
Virginia
$841K +$865K +56,045 New
MFG
143
Merit Financial Group
Georgia
$827K +$851K +55,159 New
SA
144
Stewardship Advisors
Pennsylvania
$775K +$797K +51,672 New
WEG
145
World Equity Group
Illinois
$756K +$778K +50,400 New
RFS
146
Retirement Financial Solutions
Tennessee
$754K +$776K +50,291 New
CA
147
Claro Advisors
Massachusetts
$753K +$775K +50,204 New
WI
148
WBI Investments
New Jersey
$729K +$750K +48,575 New
EH
149
Equitable Holdings
New York
$729K +$749K +48,571 New
HAG
150
HighPoint Advisor Group
Illinois
$728K +$749K +48,509 New