BHM BLUEROCK HOMES TRUST INC

Ownership history in Covestor Ltd  ·  10 quarters on record

AI Ownership Summary

Covestor Ltd reported BLUEROCK HOMES TRUST INC (BHM) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows BHM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Covestor Ltd's position in BLUEROCK HOMES TRUST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BHM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Covestor Ltd held BHM — position size vs. price
% of Fund (quarterly)    BHM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 50 0% 0.00% $1K 2026-02-14 (Est.) $8.87
2025 Q3 UNCHANGED 50 0% 0.00% $1K 2025-10-30 $9.76
2025 Q2 UNCHANGED 50 0% 0.00% $1K 2025-08-11 $13.11
2025 Q1 UNCHANGED 50 0% 0.00% $1K 2025-05-12 $9.81
2024 Q4 ADDED 50 +9 +22.0% 0.00% $1K 2025-02-13 $10.83
2024 Q3 UNCHANGED 41 0% 0.00% $1K 2024-11-01 $13.49
2024 Q2 UNCHANGED 41 0% 0.00% $1K 2024-08-09 $17.89
2024 Q1 UNCHANGED 41 0% 0.00% $1K 2024-05-10 $16.45
2023 Q4 ADDED 41 +7 +20.6% 0.00% $1K 2024-02-09 $13.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Covestor Ltd and BHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Covestor Ltd reported owning BHM?

Covestor Ltd reported BHM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BHM position in Covestor Ltd's portfolio?

The largest reported portfolio weight for BHM was 0.00% in 2023 Q4.

What is the latest reported BHM position on this page?

The most recent filing on this page is 2025 Q4, when Covestor Ltd reported 50 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this BHM ownership page compare?

The chart compares Covestor Ltd's quarterly BHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Covestor Ltd Holdings