13F Insight
DOSSIER · 13F Holders · Q1 2026
IIMWX

BLUEROCK HIGH INCOME INSTITUTIONAL CDT I

2 institutions still hold BLUEROCK HIGH INCOME INSTITUTIONAL CDT I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09630W207·2 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
2
filers reporting
Concentration
50.23%
Financial Gravity Asset Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported IIMWX in Q1 2026. Financial Gravity Asset Management, Inc. leads at 50.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Asset Management, Inc.
CIK 0001741736
$550K25K0.10%Q1 202602
Financial Gravity Companies, Inc.
CIK 0001377167
$545K25K0.09%Q2 2026
Insiders at BLUEROCK HIGH INCOME INSTITUTIONAL CDT I
Majumder I. Bobby →Tio Romano →Jafarnia Kamal →Farsheed Sohaila Sori →