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 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	Sell	64 -64	-50%	-$895	﹤0.01%	1414
2023 Q3	$1.65K	Buy	128 +64	+100%	+$956	﹤0.01%	1426
2023 Q2	$1.03K	Buy	+64	New	+$1.1K	﹤0.01%	1247

Other funds holding BHM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's BHM Position: Q1 2026 in Review

Clearstead Advisors held its Bluerock Homes Trust (BHM) position steady in Q1 2026 at 64 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Clearstead Advisors first reported a position in BHM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.65K in Q3 2023. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

Clearstead Advisors held 64 shares of Bluerock Homes Trust worth $728 as of Q1 2026.
Clearstead Advisors left its Bluerock Homes Trust share count unchanged in Q1 2026.
Bluerock Homes Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #2082 holding.
Clearstead Advisors first reported a position in Bluerock Homes Trust in Q2 2023 and has held it in 12 quarters since.
Clearstead Advisors's Bluerock Homes Trust position peaked at $1.65K in Q3 2023.
38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.