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Arkadios Wealth Advisors’s Bluerock Homes Trust BHM Stock Holding History

Arkadios Wealth Advisors’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 		$1.25M Sell
109,651
-3,444
-3% -$35.4K 0.02% 689
2025
Q4 		$1.21M Sell
113,095
-581
-0.5% -$5.73K 0.02% 620
2025
Q3 		$1.36M Buy
113,676
+23,772
+26% +$309K 0.03% 529
2025
Q2 		$1.13M Buy
89,904
+4,727
+6% +$51.9K 0.03% 527
2025
Q1 		$968K Buy
85,177
+18,895
+29% +$226K 0.04% 470
2024
Q4 		$880K Buy
66,282
+12,420
+23% +$181K 0.05% 361
2024
Q3 		$805K Buy
53,862
+9,502
+21% +$158K 0.05% 382
2024
Q2 		$776K Buy
44,360
+2,576
+6% +$44K 0.05% 336
2024
Q1 		$709K Buy
41,784
+4,615
+12% +$67.6K 0.06% 308
2023
Q4 		$520K Buy
+37,169
New +$520K 0.04% 359

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DP
Dearborn Partners Chicago, Illinois $1.85B AUM 6.59% 1-Year Est. Return

Arkadios Wealth Advisors's BHM Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Bluerock Homes Trust (BHM) stake by 3% in Q1 2026, selling an estimated $35.4K and leaving 109,651 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #689.

Arkadios Wealth Advisors first reported a position in BHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Arkadios Wealth Advisors held 109,651 shares of Bluerock Homes Trust worth $1.25M as of Q1 2026.
  • Arkadios Wealth Advisors sold 3,444 Bluerock Homes Trust shares in Q1 2026, an estimated $35.4K.
  • Bluerock Homes Trust made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #689 holding.
  • Arkadios Wealth Advisors first reported a position in Bluerock Homes Trust in Q4 2023 and has held it in 10 quarters since.
  • Arkadios Wealth Advisors's Bluerock Homes Trust position peaked at $1.36M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.