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 Q2	–	Sell	-75	Closed	-$852	–	2426
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 $2.16B AUM 28.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Services Network's BHM Position: Q2 2026 in Review

Advisory Services Network sold out of Bluerock Homes Trust (BHM) in Q2 2026, closing a stake of 75 shares — an estimated $852 sold.

Advisory Services Network first reported a position in BHM in Q4 2022 and held it in 5 quarters. The position peaked at $7.46K in Q4 2022. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

Advisory Services Network reported no remaining Bluerock Homes Trust position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 75 Bluerock Homes Trust shares in Q2 2026, an estimated $852.
Advisory Services Network first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 5 quarters.
Advisory Services Network's Bluerock Homes Trust position peaked at $7.46K in Q4 2022.
36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.