EWG Elevate’s Bluerock Homes Trust BHM Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-62	Closed	-$1.32K	–	143
2022 Q4	$1.32K	Buy	+62	New	+$1.45K	﹤0.01%	637

Other funds holding BHM

QOP

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

EWG Elevate's BHM Position: Q1 2023 in Review

EWG Elevate sold out of Bluerock Homes Trust (BHM) in Q1 2023, closing a stake of 62 shares — an estimated $1.32K sold.

EWG Elevate first reported a position in BHM in Q4 2022 and held it in 1 quarter. The position peaked at $1.32K in Q4 2022. 64 funds tracked by Wall St. Rank hold BHM as of Q1 2023.

EWG Elevate reported no remaining Bluerock Homes Trust position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 62 Bluerock Homes Trust shares in Q1 2023, an estimated $1.32K.
EWG Elevate first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 1 quarter.
EWG Elevate's Bluerock Homes Trust position peaked at $1.32K in Q4 2022.
64 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.