C
BHM icon

Covestor’s Bluerock Homes Trust BHM Stock Holding History

Covestor’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 		$1K Hold
50
– – ﹤0.01% 1977
2025
Q4 		$1K Hold
50
– – ﹤0.01% 1992
2025
Q3 		$1K Hold
50
– – ﹤0.01% 2021
2025
Q2 		$1K Hold
50
– – ﹤0.01% 1940
2025
Q1 		$1K Hold
50
– – ﹤0.01% 1928
2024
Q4 		$1K Buy
50
+9
+22% +$131 ﹤0.01% 1987
2024
Q3 		$1K Hold
41
– – ﹤0.01% 1904
2024
Q2 		$1K Hold
41
– – ﹤0.01% 1934
2024
Q1 		$1K Hold
41
– – ﹤0.01% 1910
2023
Q4 		$1K Buy
41
+7
+21% +$98 ﹤0.01% 1925
2023
Q3 		$0 Hold
34
– – ﹤0.01% 2121
2023
Q2 		$1K Buy
+34
New +$586 ﹤0.01% 1905

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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 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

Covestor's BHM Position: Q1 2026 in Review

Covestor held its Bluerock Homes Trust (BHM) position steady in Q1 2026 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Covestor first reported a position in BHM in Q2 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Covestor held 50 shares of Bluerock Homes Trust worth $1K as of Q1 2026.
  • Covestor left its Bluerock Homes Trust share count unchanged in Q1 2026.
  • Bluerock Homes Trust made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1977 holding.
  • Covestor first reported a position in Bluerock Homes Trust in Q2 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.