Position in BHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$684
-$105 QoQ
Shares Held
76
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 38 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHM Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $16,713,890 across 19 REIT - Residential names. BHM ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
290,898 | $4,855,086 | |
| 2 | CPT |
Camden Property Trust
|
16,650 | $1,906,257 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
24,442 | $1,575,285 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
10,627 | $1,476,513 | |
| 5 | SUI |
Sun Communities Inc
|
9,944 | $1,192,383 | |
| 6 | VMRK |
Vivmark Residential
|
16,367 | $1,111,809 | |
| 7 | MRP |
Millrose Properties, Inc.
|
36,871 | $1,107,972 | |
| 8 | UDR |
UDR, Inc.
|
24,558 | $980,354 |
All Filings in BHM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684 | 76 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $789 | 74 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,581 | 132 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,640 | 131 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $2,819 | 248 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,116 | 461 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $8,610 | 576 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,874 | 850 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $32,054 | 1,889 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $43,758 | 3,128 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $80,230 | 6,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $77,841 | 4,823 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $99,356 | 5,013 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $104,203 | 4,890 | Shares | Defined | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||