Position in BHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$576
-$151 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 38 holders
Holding Since
Jun 2023
13 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, 2026Clearstead Advisors, LLC holds $1,227,253 across 18 REIT - Residential names. BHM ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
14,849 | $592,772 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | AVB |
Avalonbay Communities Inc
|
815 | $153,782 | |
| 4 | VMRK |
Vivmark Residential
|
1,379 | $93,675 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
129 | $37,615 | |
| 6 | AMH |
American Homes 4 Rent
|
962 | $32,246 | |
| 7 | CPT |
Camden Property Trust
|
234 | $26,790 | |
| 8 | MRP |
Millrose Properties, Inc.
|
802 | $24,100 |
All Filings in BHM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576 | 64 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $727 | 64 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $682 | 64 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $766 | 64 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $801 | 64 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $727 | 64 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $849 | 64 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $956 | 64 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,120 | 64 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,086 | 64 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $895 | 64 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $826 | 64 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,032 | 64 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||