13F Insight
DOSSIER · 13F Holders · Q2 2025BellwetherCompounder
IIMWX

BLUEROCK HIGH INCOME INSTITUTIONAL CDT I

2 institutions still hold BLUEROCK HIGH INCOME INSTITUTIONAL CDT I as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09630W207·2 13F holders·last filed Jun 30, 2025
Market cap
—
▲ 4.4%
vs prior quarter
13F value held
$1M
62.0% inst. owned
of float
Holders
2
+122 QoQ
filers reporting
Activity
+58 / −81
+1,037 added · −866 reduced
this quarter
Concentration
50.93%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2025

2 institutions reported IIMWX in Q2 2025. Financial Gravity Companies, Inc. leads at 50.9% of the visible book. +122 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$570,49725K0.11%Q2 202502
Financial Gravity Asset Management, Inc.
CIK 0001741736
$549,74525K0.10%Q1 2026