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 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	$1.21K	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 $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

Arax Advisory Partners's BHM Position: Q2 2026 in Review

Arax Advisory Partners increased its Bluerock Homes Trust (BHM) stake by 184% in Q2 2026, buying an estimated $481 and bringing the position to 71 shares worth $639. The position accounts for ﹤0.01% of the portfolio, ranked #4989.

Arax Advisory Partners first reported a position in BHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51K in Q4 2022. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

Arax Advisory Partners held 71 shares of Bluerock Homes Trust worth $639 as of Q2 2026.
Arax Advisory Partners bought 46 Bluerock Homes Trust shares in Q2 2026, an estimated $481.
Bluerock Homes Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4989 holding.
Arax Advisory Partners first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 15 quarters since.
Arax Advisory Partners's Bluerock Homes Trust position peaked at $1.51K in Q4 2022.
36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.