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Bluerock Homes Trust shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Bluerock Homes Trust (BHM) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Bluerock Homes Trust

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Homes Trust held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Homes Trust by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $420 30 14.00
2023-09-30 $387 30 12.93
2023-06-30 $483 30 16.13
2023-03-31 $594 30 19.83
2022-12-31 $639 30 21.30

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View all positions for Focused Wealth Management

Top funds holding Bluerock Homes Trust

Vanguard Group
Millennium Management
Tudor Investment Corporation
Cambridge Investment Research Advisors
Dimensional Fund Advisors
Arkadios Wealth Advisors
CSS
Trium Capital
Citadel Advisors
Navis Wealth Advisors
Barclays
Advisor Group Holdings
Bank of America Corporation
Sunbelt Securities
NISA Investment Advisors

View all funds holding Bluerock Homes Trust