Bluerock Total Income Real Estate I
13F holders, Q4 2024 (December 31)4holders +2
1new positions
0sold out
$26.79avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Bluerock Total Income Real Estate I in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Tucker Asset Management LLC ($140K), Fairfield Financial Advisors, LTD ($89K) and Financial Gravity Companies, Inc. ($31K).
- Company
- Bluerock Total Income Real Estate I
- CUSIP
- 09630D407
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $31K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,226 shares bought, net +1,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Tucker Asset Management LLC | 0.03% | Add +1.3% | 5,223 | $140K |
| Fairfield Financial Advisors, LTD | 0.03% | No change | 3,323 | $89K |
| Financial Gravity Companies, Inc. | 0.01% | New | 1,158 | $31K |
| Anderson Financial Strategies, LLC | 0.01% | — | 696 | $19K |
"% 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.