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Westside Investment Management’s Bluerock Homes Trust BHM Stock Holding History

Westside Investment 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 		$1.13K Hold
125
– – ﹤0.01% 1381
2026
Q1 		$1.42K Hold
125
– – ﹤0.01% 1359
2025
Q4 		$1.33K Hold
125
– – ﹤0.01% 1356
2025
Q3 		$1.5K Hold
125
– – ﹤0.01% 1331
2025
Q2 		$1.56K Hold
125
– – ﹤0.01% 1223
2025
Q1 		$1.42K Hold
125
– – ﹤0.01% 915
2024
Q4 		$1.66K Hold
125
– – ﹤0.01% 912
2024
Q3 		$1.87K Hold
125
– – ﹤0.01% 909
2024
Q2 		$2.19K Hold
125
– – ﹤0.01% 880
2024
Q1 		$2.12K Hold
125
– – ﹤0.01% 824
2023
Q4 		$1.75K Hold
125
– – ﹤0.01% 806
2023
Q3 		$1.61K Hold
125
– – ﹤0.01% 777
2023
Q2 		$2.02K Buy
+125
New +$2.15K ﹤0.01% 772

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

Westside Investment Management's BHM Position: Q2 2026 in Review

Westside Investment Management held its Bluerock Homes Trust (BHM) position steady in Q2 2026 at 125 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Westside Investment Management first reported a position in BHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.19K in Q2 2024. 4 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Westside Investment Management held 125 shares of Bluerock Homes Trust worth $1.13K as of Q2 2026.
  • Westside Investment Management left its Bluerock Homes Trust share count unchanged in Q2 2026.
  • Bluerock Homes Trust made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1381 holding.
  • Westside Investment Management first reported a position in Bluerock Homes Trust in Q2 2023 and has held it in 13 quarters since.
  • Westside Investment Management's Bluerock Homes Trust position peaked at $2.19K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.