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Kestra Advisory Services’s Bluerock Homes Trust BHM Stock Holding History

Kestra Advisory Services’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
-3,243
Closed -$34.6K – 3249
2025
Q4 		$34.6K Buy
+3,243
New +$32K ﹤0.01% 4199

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

Kestra Advisory Services's BHM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Bluerock Homes Trust (BHM) in Q1 2026, closing a stake of 3,243 shares — an estimated $34.6K sold.

Kestra Advisory Services first reported a position in BHM in Q4 2025 and held it in 1 quarter. The position peaked at $34.6K in Q4 2025. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Bluerock Homes Trust position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,243 Bluerock Homes Trust shares in Q1 2026, an estimated $34.6K.
  • Kestra Advisory Services first reported a position in Bluerock Homes Trust in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Bluerock Homes Trust position peaked at $34.6K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.