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Bluerock Homes Trust shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Bluerock Homes Trust (BHM) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Bluerock Homes Trust

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Homes Trust held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Homes Trust by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $994 71 14.00
2023-09-30 $918 71 12.93
2023-06-30 $1.1k 71 16.14
2023-03-31 $1.4k 71 19.83
2022-12-31 $1.5k 71 21.31

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

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