Bluerock Total Income Real Estate I
13F holders, Q1 2025 (March 31)2holders −2
1new positions
3sold out
$26.61avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Bluerock Total Income Real Estate I in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($41K) and Vermillion Wealth Management, Inc. ($30K).
- Company
- Bluerock Total Income Real Estate I
- CUSIP
- 09630D407
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 3 | $248K |
All 13F filers, Q4 2024 → Q1 2025: 1,121 shares bought and 9,242 shares sold, net −8,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,541 | $41K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,121 | $30K |
"% 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.