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

EverSource 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
2025
Q1 		– Sell
-38
Closed -$504 – 4040
2024
Q4 		$504 Hold
38
– – ﹤0.01% 3198
2024
Q3 		$568 Hold
38
– – ﹤0.01% 2844
2024
Q2 		$709 Hold
38
– – ﹤0.01% 2806
2024
Q1 		$640 Hold
38
– – ﹤0.01% 2663
2023
Q4 		$532 Sell
38
-34
-47% -$476 ﹤0.01% 2513
2023
Q3 		$930 Buy
+72
New +$1.07K ﹤0.01% 2259

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 $38.8B AUM 21.88% 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

EverSource Wealth Advisors's BHM Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Bluerock Homes Trust (BHM) in Q1 2025, closing a stake of 38 shares — an estimated $504 sold.

EverSource Wealth Advisors first reported a position in BHM in Q3 2023 and held it in 6 quarters. The position peaked at $930 in Q3 2023. 39 funds tracked by Wall St. Rank hold BHM as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Bluerock Homes Trust position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 38 Bluerock Homes Trust shares in Q1 2025, an estimated $504.
  • EverSource Wealth Advisors first reported a position in Bluerock Homes Trust in Q3 2023 and held it in 6 quarters.
  • EverSource Wealth Advisors's Bluerock Homes Trust position peaked at $930 in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.