Bluerock High Inc. Inst CRD-IIIMWX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$22.24avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Bluerock High Inc. Inst CRD-I (IIMWX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Financial Gravity Asset Management, Inc. ($550K).
- Company
- Bluerock High Inc. Inst CRD-I
- CUSIP
- 09630W207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 23,510 shares bought, net +23,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Financial Gravity Asset Management, Inc. | 0.10% | Add +1944.6% | 24,719 | $550K |
"% of holder's portfolio" is IIMWX's weight in each manager's 13F, not the share of Bluerock High Inc. Inst CRD-I the manager owns.