Ritter Daniher Financial Advisory’s Bluerock Homes Trust BHM Stock Holding History

Ritter Daniher Financial 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	$158K	Buy	17,571 +185	+1%	+$1.94K	0.02%	184
2026 Q1	$198K	Buy	17,386 +3,386	+24%	+$34.8K	0.03%	160
2025 Q4	$149K	Buy	+14,000	New	+$138K	0.03%	185

Other funds holding BHM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

VFM

Vision Financial Markets Stamford, Connecticut $115M AUM 18.96% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Ritter Daniher Financial Advisory's BHM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Bluerock Homes Trust (BHM) stake by 1.1% in Q2 2026, buying an estimated $1.94K and bringing the position to 17,571 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #184.

Ritter Daniher Financial Advisory first reported a position in BHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $198K in Q1 2026. 4 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

Ritter Daniher Financial Advisory held 17,571 shares of Bluerock Homes Trust worth $158K as of Q2 2026.
Ritter Daniher Financial Advisory bought 185 Bluerock Homes Trust shares in Q2 2026, an estimated $1.94K.
Bluerock Homes Trust made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #184 holding.
Ritter Daniher Financial Advisory first reported a position in Bluerock Homes Trust in Q4 2025 and has held it in 3 quarters since.
Ritter Daniher Financial Advisory's Bluerock Homes Trust position peaked at $198K in Q1 2026.
4 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.