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IFP Advisors’s Bluerock Homes Trust BHM Stock Holding History

IFP 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
Q2 		– Sell
-187
Closed -$2.13K – 4921
2025
Q1 		$2.13K Hold
187
– – ﹤0.01% 3127
2024
Q4 		$2.48K Hold
187
– – ﹤0.01% 3018
2024
Q3 		$2.8K Hold
187
– – ﹤0.01% 2834
2024
Q2 		$3.27K Buy
+187
New +$3.19K ﹤0.01% 2698
2023
Q1 		– Sell
-1,284
Closed -$34K – 3456
2022
Q4 		$34K Buy
+1,284
New +$30K ﹤0.01% 2502

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

IFP Advisors's BHM Position: Q2 2025 in Review

IFP Advisors sold out of Bluerock Homes Trust (BHM) in Q2 2025, closing a stake of 187 shares — an estimated $2.13K sold.

IFP Advisors first reported a position in BHM in Q4 2022 and held it in 5 quarters. The position peaked at $34K in Q4 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q2 2025.

  • IFP Advisors reported no remaining Bluerock Homes Trust position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 187 Bluerock Homes Trust shares in Q2 2025, an estimated $2.13K.
  • IFP Advisors first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 5 quarters.
  • IFP Advisors's Bluerock Homes Trust position peaked at $34K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.