MCM
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MAI Capital Management’s Bluerock Homes Trust BHM Stock Holding History

MAI Capital Management’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 		$2.03K Hold
179
– – ﹤0.01% 3918
2025
Q4 		$1.91K Hold
179
– – ﹤0.01% 3432
2025
Q3 		$2.15K Hold
179
– – ﹤0.01% 3296
2025
Q2 		$2.24K Hold
179
– – ﹤0.01% 3377
2025
Q1 		$2.04K Hold
179
– – ﹤0.01% 2970
2024
Q4 		$2.38K Buy
+179
New +$2.61K ﹤0.01% 2991

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 $38.8B AUM 21.88% 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

MAI Capital Management's BHM Position: Q1 2026 in Review

MAI Capital Management held its Bluerock Homes Trust (BHM) position steady in Q1 2026 at 179 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

MAI Capital Management first reported a position in BHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.38K in Q4 2024. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • MAI Capital Management held 179 shares of Bluerock Homes Trust worth $2.03K as of Q1 2026.
  • MAI Capital Management left its Bluerock Homes Trust share count unchanged in Q1 2026.
  • Bluerock Homes Trust made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3918 holding.
  • MAI Capital Management first reported a position in Bluerock Homes Trust in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Bluerock Homes Trust position peaked at $2.38K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.