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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
Q2 		$252 Hold
28
– – ﹤0.01% 1365
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 $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

Strategic Wealth Partners's BHM Position: Q2 2026 in Review

Strategic Wealth Partners held its Bluerock Homes Trust (BHM) position steady in Q2 2026 at 28 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Strategic Wealth Partners first reported a position in BHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $747 in Q4 2025. 37 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Strategic Wealth Partners held 28 shares of Bluerock Homes Trust worth $252 as of Q2 2026.
  • Strategic Wealth Partners left its Bluerock Homes Trust share count unchanged in Q2 2026.
  • Bluerock Homes Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1365 holding.
  • Strategic Wealth Partners first reported a position in Bluerock Homes Trust in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Bluerock Homes Trust position peaked at $747 in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

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