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 Q3	$566	Hold	71	–	–	﹤0.01%	5114
2026 Q2	$639	Buy	71 +46	+184%	+$481	﹤0.01%	4989
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	$1.2K	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

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Vision Financial Markets Stamford, Connecticut $131M AUM 8.71% 1-Year Est. Return

Arax Advisory Partners's BHM Position: Q3 2026 in Review

Arax Advisory Partners held its Bluerock Homes Trust (BHM) position steady in Q3 2026 at 71 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #5114.

Arax Advisory Partners first reported a position in BHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.51K in Q4 2022. 19 funds tracked by Wall St. Rank hold BHM as of Q3 2026.

Arax Advisory Partners held 71 shares of Bluerock Homes Trust worth $566 as of Q3 2026.
Arax Advisory Partners left its Bluerock Homes Trust share count unchanged in Q3 2026.
Bluerock Homes Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #5114 holding.
Arax Advisory Partners first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 16 quarters since.
Arax Advisory Partners's Bluerock Homes Trust position peaked at $1.51K in Q4 2022.
19 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.