Arkadios Wealth Advisors

Position in BHM — Bluerock Homes Trust, Inc.

CIK 1800798 ATLANTA, GA

Position in BHM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,095,930

-$149,705 QoQ

Shares Held

121,770

+11.1% QoQ

Ownership

2.96%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 38 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $5,402,713 across 8 REIT - Residential names. BHM ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUI	Sun Communities Inc	9,311	$1,116,481
2	BHM	Bluerock Homes Trust, Inc. This page	121,770	$1,095,930
3	VMRK	Vivmark Residential	14,474	$983,218
4	AVB	Avalonbay Communities Inc	3,316	$625,695
5	CPT	Camden Property Trust	4,255	$487,154
6	IRT	Independence Realty Trust, Inc.	27,050	$451,463
7	MAA	Mid America Apartment Communities Inc.	3,103	$431,130
8	MRP	Millrose Properties, Inc.	7,043	$211,642

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,095,930	121,770	+11.1%	Shares	Sole	2026-08-10
2026-03-31	$1,245,635	109,651	-3.0%	Shares	Sole	2026-05-18
2025-12-31	$1,206,723	113,095	-0.5%	Shares	Sole	2026-02-13
2025-09-30	$1,361,838	113,676	+26.4%	Shares	Sole	2025-10-29
2025-06-30	$1,125,597	89,904	+5.5%	Shares	Sole	2025-08-04
2025-03-31	$968,462	85,177	+28.5%	Shares	Sole	2025-05-08
2024-12-31	$879,562	66,282	+23.1%	Shares	Sole	2025-01-15
2024-09-30	$805,236	53,862	+21.4%	Shares	Sole	2024-10-24
2024-06-30	$776,300	44,360	+6.2%	Shares	Sole	2024-07-29
2024-03-31	$709,074	41,784	+12.4%	Shares	Sole	2024-04-30
2023-12-31	$519,994	37,169	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.