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Coppell Advisory Solutions’s Bluerock Homes Trust BHM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-86
Closed -$1.16K – 484
2024
Q4 		$1.16K Hold
86
– – ﹤0.01% 1627
2024
Q3 		$1.16K Hold
86
– – ﹤0.01% 1552
2024
Q2 		$1.16K Buy
+86
New +$1.47K ﹤0.01% 1479
2023
Q4 		$1.16K Sell
86
-993
-92% -$13.9K ﹤0.01% 1389
2023
Q3 		$23K Buy
+1,079
New +$16.1K 0.01% 473
2023
Q1 		– Sell
-1,079
Closed -$23K – 280
2022
Q4 		$23K Buy
+1,079
New +$25.2K 0.01% 479

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Coppell Advisory Solutions's BHM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Bluerock Homes Trust (BHM) in Q1 2025, closing a stake of 86 shares — an estimated $1.16K sold.

Coppell Advisory Solutions first reported a position in BHM in Q4 2022 and held it in 6 quarters. The position peaked at $23K in Q3 2023. 39 funds tracked by Wall St. Rank hold BHM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Bluerock Homes Trust position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 86 Bluerock Homes Trust shares in Q1 2025, an estimated $1.16K.
  • Coppell Advisory Solutions first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Bluerock Homes Trust position peaked at $23K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.