Bluerock Total Income Real Estate I
13F holders, Q3 2025 (September 30)4holders +2
2new positions
0sold out
$26.96avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Bluerock Total Income Real Estate I in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($82K), Vermillion Wealth Management, Inc. ($23K) and Transce3nd, LLC ($19K).
- Company
- Bluerock Total Income Real Estate I
- CUSIP
- 09630D407
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $25K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 991 shares bought and 208 shares sold, net +783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Financial Gravity Asset Management, Inc. | 0.02% | — | 3,211 | $82K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 894 | $23K |
| Transce3nd, LLC | 0.17% | Reduce -29.1% | 507 | $19K |
| Trust Co. of Vermont | 0.00% | New | 97 | $2K |
"% of holder's portfolio" is BLUEROCK TOTAL INCOME REAL ESTATE I's weight in each manager's 13F, not the share of Bluerock Total Income Real Estate I the manager owns.