Cambridge Investment Research Advisors’s Bluerock Homes Trust BHM Stock Holding History

Cambridge Investment Research 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 Q2	$1.28M	Buy	142,129 +140	+0.1%	+$1.47K	﹤0.01%	1919
2026 Q1	$1.61M	Buy	141,989 +22,199	+19%	+$228K	﹤0.01%	1772
2025 Q4	$1.28M	Buy	119,790 +8,592	+8%	+$84.8K	﹤0.01%	1911
2025 Q3	$1.33M	Buy	111,198 +8,580	+8%	+$111K	﹤0.01%	1824
2025 Q2	$1.28M	Buy	102,618 +3,174	+3%	+$34.9K	﹤0.01%	1750
2025 Q1	$1.13M	Sell	99,444 -21,375	-18%	-$256K	﹤0.01%	1762
2024 Q4	$1.6M	Buy	120,819 +1,969	+2%	+$28.7K	0.01%	1517
2024 Q3	$1.78M	Buy	118,850 +23,351	+24%	+$389K	0.01%	1444
2024 Q2	$1.67M	Buy	95,499 +41,821	+78%	+$714K	0.01%	1415
2024 Q1	$911K	Buy	53,678 +20,987	+64%	+$307K	﹤0.01%	1799
2023 Q4	$457K	Buy	32,691 +15,264	+88%	+$214K	﹤0.01%	2256
2023 Q3	$225K	Sell	17,427 -1,233	-7%	-$18.4K	﹤0.01%	2715
2023 Q2	$301K	Sell	18,660 -1,920	-9%	-$33.1K	﹤0.01%	2520
2023 Q1	$408K	Buy	20,580 +312	+2%	+$6.39K	﹤0.01%	2237
2022 Q4	$432K	Buy	+20,268	New	+$474K	﹤0.01%	2135

Other funds holding BHM

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

VFM

Vision Financial Markets Stamford, Connecticut $115M AUM 18.96% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Cambridge Investment Research Advisors's BHM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Bluerock Homes Trust (BHM) stake by 0.1% in Q2 2026, buying an estimated $1.47K and bringing the position to 142,129 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Cambridge Investment Research Advisors first reported a position in BHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.78M in Q3 2024. 4 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

Cambridge Investment Research Advisors held 142,129 shares of Bluerock Homes Trust worth $1.28M as of Q2 2026.
Cambridge Investment Research Advisors bought 140 Bluerock Homes Trust shares in Q2 2026, an estimated $1.47K.
Bluerock Homes Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1919 holding.
Cambridge Investment Research Advisors first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 15 quarters since.
Cambridge Investment Research Advisors's Bluerock Homes Trust position peaked at $1.78M in Q3 2024.
4 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.