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Vision Financial Markets’s Bluerock Homes Trust BHM Stock Holding History

Vision Financial Markets’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 		$1.82K Buy
201
+2
+1% +$21 ﹤0.01% 337
2026
Q1 		$2.25K Buy
199
+3
+2% +$31 ﹤0.01% 331
2025
Q4 		$2.09K Buy
196
+2
+1% +$20 ﹤0.01% 318
2025
Q3 		$2.32K Buy
194
+1
+0.5% +$13 ﹤0.01% 337
2025
Q2 		$2.4K Buy
193
+3
+2% +$33 ﹤0.01% 322
2025
Q1 		$2.16K Hold
190
– – ﹤0.01% 307
2024
Q4 		$2.52K Buy
+190
New +$2.77K ﹤0.01% 222

Other funds holding BHM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Vision Financial Markets's BHM Position: Q2 2026 in Review

Vision Financial Markets increased its Bluerock Homes Trust (BHM) stake by 1% in Q2 2026, buying an estimated $21 and bringing the position to 201 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Vision Financial Markets first reported a position in BHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52K in Q4 2024. 4 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Vision Financial Markets held 201 shares of Bluerock Homes Trust worth $1.82K as of Q2 2026.
  • Vision Financial Markets bought 2 Bluerock Homes Trust shares in Q2 2026, an estimated $21.
  • Bluerock Homes Trust made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #337 holding.
  • Vision Financial Markets first reported a position in Bluerock Homes Trust in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's Bluerock Homes Trust position peaked at $2.52K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.