HWP
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Highline Wealth Partners’s Bluerock Homes Trust BHM Stock Holding History

Highline Wealth Partners’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 		– Sell
-62
Closed -$662 – 1305
2025
Q4 		$662 Hold
62
– – ﹤0.01% 950
2025
Q3 		$743 Hold
62
– – ﹤0.01% 958
2025
Q2 		$776 Buy
+62
New +$681 ﹤0.01% 750

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

Highline Wealth Partners's BHM Position: Q1 2026 in Review

Highline Wealth Partners sold out of Bluerock Homes Trust (BHM) in Q1 2026, closing a stake of 62 shares — an estimated $662 sold.

Highline Wealth Partners first reported a position in BHM in Q2 2025 and held it in 3 quarters. The position peaked at $776 in Q2 2025. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Highline Wealth Partners reported no remaining Bluerock Homes Trust position as of Q1 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 62 Bluerock Homes Trust shares in Q1 2026, an estimated $662.
  • Highline Wealth Partners first reported a position in Bluerock Homes Trust in Q2 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Bluerock Homes Trust position peaked at $776 in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.