Arax Advisory Partners’s Bluerock Homes Trust BHM Stock Holding History

Arax Advisory Partners’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	$807	Sell	25 -46	-65%	-$473	﹤0.01%	3339
2025 Q4	$758	Hold	71	–	–	﹤0.01%	3538
2025 Q3	$851	Hold	71	–	–	﹤0.01%	3293
2025 Q2	$889	Hold	71	–	–	﹤0.01%	2812
2025 Q1	$808	Hold	71	–	–	﹤0.01%	2379
2024 Q4	$943	Hold	71	–	–	﹤0.01%	2190
2024 Q3	$1.06K	Hold	71	–	–	﹤0.01%	2231
2024 Q2	$1.24K	Hold	71	–	–	﹤0.01%	2108
2024 Q1	$1.21K	Hold	71	–	–	﹤0.01%	1122
2023 Q4	$994	Hold	71	–	–	﹤0.01%	1137
2023 Q3	$918	Hold	71	–	–	﹤0.01%	1152
2023 Q2	$1.15K	Hold	71	–	–	﹤0.01%	1089
2023 Q1	$1.41K	Hold	71	–	–	﹤0.01%	1039
2022 Q4	$1.51K	Buy	+71	New	+$1.66K	﹤0.01%	987

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

Arax Advisory Partners's BHM Position: Q1 2026 in Review

Arax Advisory Partners reduced its Bluerock Homes Trust (BHM) stake by 65% in Q1 2026, selling an estimated $473 and leaving 25 shares worth $807. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Arax Advisory Partners first reported a position in BHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.51K in Q4 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

Arax Advisory Partners held 25 shares of Bluerock Homes Trust worth $807 as of Q1 2026.
Arax Advisory Partners sold 46 Bluerock Homes Trust shares in Q1 2026, an estimated $473.
Bluerock Homes Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3339 holding.
Arax Advisory Partners first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 14 quarters since.
Arax Advisory Partners's Bluerock Homes Trust position peaked at $1.51K in Q4 2022.
38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.