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Covestor’s Bluerock Homes Trust BHM Stock Holding History

Covestor’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 		$0 Hold
50
– – ﹤0.01% 2494
2026
Q1 		$1K Hold
50
– – ﹤0.01% 1977
2025
Q4 		$1K Hold
50
– – ﹤0.01% 1992
2025
Q3 		$1K Hold
50
– – ﹤0.01% 2021
2025
Q2 		$1K Hold
50
– – ﹤0.01% 1940
2025
Q1 		$1K Hold
50
– – ﹤0.01% 1928
2024
Q4 		$1K Buy
50
+9
+22% +$131 ﹤0.01% 1987
2024
Q3 		$1K Hold
41
– – ﹤0.01% 1904
2024
Q2 		$1K Hold
41
– – ﹤0.01% 1934
2024
Q1 		$1K Hold
41
– – ﹤0.01% 1910
2023
Q4 		$1K Buy
41
+7
+21% +$98 ﹤0.01% 1925
2023
Q3 		$0 Hold
34
– – ﹤0.01% 2121
2023
Q2 		$1K Buy
+34
New +$586 ﹤0.01% 1905

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cambridge Investment Research Advisors
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Covestor's BHM Position: Q2 2026 in Review

Covestor held its Bluerock Homes Trust (BHM) position steady in Q2 2026 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Covestor first reported a position in BHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1K in Q1 2026. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Covestor held 50 shares of Bluerock Homes Trust worth $0 as of Q2 2026.
  • Covestor left its Bluerock Homes Trust share count unchanged in Q2 2026.
  • Bluerock Homes Trust made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2494 holding.
  • Covestor first reported a position in Bluerock Homes Trust in Q2 2023 and has held it in 13 quarters since.
  • Covestor's Bluerock Homes Trust position peaked at $1K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.