Advisory Services Network’s Bluerock Homes Trust BHM Stock Holding History

Advisory Services Network’s Portfolio BHM Stock Details BHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$852	Buy	+75	New	+$771	﹤0.01%	4347
2025 Q4	–	Sell	-75	Closed	-$899	–	2068
2025 Q3	$899	Buy	+75	New	+$974	﹤0.01%	3952
2024 Q1	–	Sell	-225	Closed	-$3.15K	–	1694
2023 Q4	$3.15K	Buy	+225	New	+$3.15K	﹤0.01%	3270
2023 Q2	–	Sell	-350	Closed	-$6.94K	–	1677
2023 Q1	$6.94K	Hold	350	–	–	﹤0.01%	3019
2022 Q4	$7.46K	Buy	+350	New	+$8.18K	﹤0.01%	2967

Other funds holding BHM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Services Network's BHM Position: Q1 2026 in Review

Advisory Services Network opened a new position in Bluerock Homes Trust (BHM) in Q1 2026: 75 shares worth $852. The stake represents ﹤0.01% of the portfolio and ranks #4347 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BHM as recently as Q3 2025.

Advisory Services Network first reported a position in BHM in Q4 2022 and has held it in 5 quarters since. The position peaked at $7.46K in Q4 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

Advisory Services Network held 75 shares of Bluerock Homes Trust worth $852 as of Q1 2026.
Bluerock Homes Trust was a new Advisory Services Network position in Q1 2026.
Bluerock Homes Trust made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4347 holding.
Advisory Services Network first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 5 quarters since.
Advisory Services Network's Bluerock Homes Trust position peaked at $7.46K in Q4 2022.
38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.