MWM
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Magnolia Wealth Management’s Bluerock Homes Trust BHM Stock Holding History

Magnolia Wealth Management’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 		– Sell
-20
Closed -$227 – 34
2026
Q1 		$227 Buy
+20
New +$206 ﹤0.01% 212

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

Magnolia Wealth Management's BHM Position: Q2 2026 in Review

Magnolia Wealth Management sold out of Bluerock Homes Trust (BHM) in Q2 2026, closing a stake of 20 shares — an estimated $227 sold.

Magnolia Wealth Management first reported a position in BHM in Q1 2026 and held it in 1 quarter. The position peaked at $227 in Q1 2026. 37 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Bluerock Homes Trust position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 20 Bluerock Homes Trust shares in Q2 2026, an estimated $227.
  • Magnolia Wealth Management first reported a position in Bluerock Homes Trust in Q1 2026 and held it in 1 quarter.
  • Magnolia Wealth Management's Bluerock Homes Trust position peaked at $227 in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.