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IFG Advisory’s Bluerock Homes Trust BHM Stock Holding History

IFG Advisory’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 		$1.16K Buy
+129
New +$1.35K ﹤0.01% 2181

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

IFG Advisory's BHM Position: Q2 2026 in Review

IFG Advisory opened a new position in Bluerock Homes Trust (BHM) in Q2 2026: 129 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #2181 among its holdings.

37 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • IFG Advisory held 129 shares of Bluerock Homes Trust worth $1.16K as of Q2 2026.
  • Bluerock Homes Trust was a new IFG Advisory position in Q2 2026.
  • Bluerock Homes Trust made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2181 holding.
  • 37 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.