Strategic Wealth Partners, Ltd.

Position in BHM — Bluerock Homes Trust, Inc.

CIK 1720777 INDEPENDENCE, OH

Position in BHM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$252

-$66 QoQ

Shares Held

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 38 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $20,969 across 5 REIT - Residential names. BHM ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential	140	$9,510
2	SUI	Sun Communities Inc	57	$6,834
3	CPT	Camden Property Trust	20	$2,289
4	MAA	Mid America Apartment Communities Inc.	15	$2,084
5	BHM	Bluerock Homes Trust, Inc. This page	28	$252

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252	28	0.0%	Shares	Sole	2026-08-12
2026-03-31	$318	28	-60.0%	Shares	Sole	2026-05-12
2025-12-31	$746	70	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.