BLUEROCK PVT REAL ESTATE FD COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Stewardship Advisors, LLC | 59,034 | 68,139 | +9,105 | 0.23 | 0.18 | -0.04 | buy |
| Castleview Partners, LLC | 23,117 | 24,940 | +1,823 | 0.20 | 0.14 | -0.05 | buy |
| Sound Income Strategies, LLC | 14,856 | 13,932 | -924 | 0.01 | 0.01 | -0.00 | sell |
| Cooper Financial Group | 44,309 | 41,297 | -3,012 | 0.07 | 0.04 | -0.03 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 9,225 | 4,040 | -5,185 | 0.04 | 0.01 | -0.03 | sell |
| Nova R Wealth, Inc. | 232,620 | 100,304 | -132,316 | 1.23 | 0.38 | -0.85 | sell |