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Strategic Wealth Partners’s Bluerock Homes Trust BHM Stock Holding History

Strategic Wealth Partners’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
Q1 		$318 Sell
28
-42
-60% -$432 ﹤0.01% 1350
2025
Q4 		$747 Buy
+70
New +$690 ﹤0.01% 1314

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's BHM Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Bluerock Homes Trust (BHM) stake by 60% in Q1 2026, selling an estimated $432 and leaving 28 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Strategic Wealth Partners first reported a position in BHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $747 in Q4 2025. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Strategic Wealth Partners held 28 shares of Bluerock Homes Trust worth $318 as of Q1 2026.
  • Strategic Wealth Partners sold 42 Bluerock Homes Trust shares in Q1 2026, an estimated $432.
  • Bluerock Homes Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1350 holding.
  • Strategic Wealth Partners first reported a position in Bluerock Homes Trust in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Bluerock Homes Trust position peaked at $747 in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.