Integrated Wealth Concepts’s Bluerock Homes Trust BHM Stock Holding History

Integrated Wealth Concepts’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	$756	Buy	+84	New	+$879	﹤0.01%	5589

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

Integrated Wealth Concepts's BHM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bluerock Homes Trust (BHM) in Q2 2026: 84 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #5589 among its holdings.

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

Integrated Wealth Concepts held 84 shares of Bluerock Homes Trust worth $756 as of Q2 2026.
Bluerock Homes Trust was a new Integrated Wealth Concepts position in Q2 2026.
Bluerock Homes Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5589 holding.
37 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.