Clearstead Advisors’s Bluerock Homes Trust BHM Stock Holding History

Clearstead Advisors’s Portfolio BHM Stock Details BHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$576	Hold	64	–	–	﹤0.01%	2882
2026 Q1	$728	Hold	64	–	–	﹤0.01%	2082
2025 Q4	$683	Hold	64	–	–	﹤0.01%	2275
2025 Q3	$767	Hold	64	–	–	﹤0.01%	2664
2025 Q2	$802	Hold	64	–	–	﹤0.01%	2451
2025 Q1	$728	Hold	64	–	–	﹤0.01%	2029
2024 Q4	$850	Hold	64	–	–	﹤0.01%	1939
2024 Q3	$957	Hold	64	–	–	﹤0.01%	1922
2024 Q2	$1.12K	Hold	64	–	–	﹤0.01%	1889
2024 Q1	$1.11K	Hold	64	–	–	﹤0.01%	1392
2023 Q4	$896	Hold	64	–	–	﹤0.01%	1414
2023 Q3	$827	Hold	64	–	–	﹤0.01%	1382
2023 Q2	$1.03K	Buy	+64	New	+$1.1K	﹤0.01%	1247

Other funds holding BHM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's BHM Position: Q2 2026 in Review

Clearstead Advisors held its Bluerock Homes Trust (BHM) position steady in Q2 2026 at 64 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Clearstead Advisors first reported a position in BHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.12K in Q2 2024. 37 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

Clearstead Advisors held 64 shares of Bluerock Homes Trust worth $576 as of Q2 2026.
Clearstead Advisors left its Bluerock Homes Trust share count unchanged in Q2 2026.
Bluerock Homes Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2882 holding.
Clearstead Advisors first reported a position in Bluerock Homes Trust in Q2 2023 and has held it in 13 quarters since.
Clearstead Advisors's Bluerock Homes Trust position peaked at $1.12K in Q2 2024.
37 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.