Morgan Stanley
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Morgan Stanley’s Bluerock Homes Trust BHM Stock Holding History

Morgan Stanley’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 		$20.8K Sell
1,827
-3,634
-67% -$37.3K ﹤0.01% 6716
2025
Q4 		$58.3K Buy
5,461
+87
+2% +$858 ﹤0.01% 6386
2025
Q3 		$64.4K Buy
5,374
+1
+0% +$13 ﹤0.01% 6315
2025
Q2 		$67.3K Buy
5,373
+1
+0% +$11 ﹤0.01% 6256
2025
Q1 		$61.1K Sell
5,372
-1
-0% -$12 ﹤0.01% 6200
2024
Q4 		$71.3K Sell
5,373
-227
-4% -$3.31K ﹤0.01% 6183
2024
Q3 		$83.7K Sell
5,600
-6
-0.1% -$100 ﹤0.01% 6067
2024
Q2 		$98.1K Sell
5,606
-221
-4% -$3.77K ﹤0.01% 5971
2024
Q1 		$98.9K Sell
5,827
-12,159
-68% -$178K ﹤0.01% 5993
2023
Q4 		$252K Buy
17,986
+8,651
+93% +$121K ﹤0.01% 5861
2023
Q3 		$121K Sell
9,335
-2,660
-22% -$39.7K ﹤0.01% 5793
2023
Q2 		$194K Sell
11,995
-7,332
-38% -$126K ﹤0.01% 5658
2023
Q1 		$383K Buy
19,327
+52
+0.3% +$1.07K ﹤0.01% 5403
2022
Q4 		$411K Buy
+19,275
New +$451K ﹤0.01% 5336

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

Morgan Stanley's BHM Position: Q1 2026 in Review

Morgan Stanley reduced its Bluerock Homes Trust (BHM) stake by 67% in Q1 2026, selling an estimated $37.3K and leaving 1,827 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6716.

Morgan Stanley first reported a position in BHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $411K in Q4 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Morgan Stanley held 1,827 shares of Bluerock Homes Trust worth $20.8K as of Q1 2026.
  • Morgan Stanley sold 3,634 Bluerock Homes Trust shares in Q1 2026, an estimated $37.3K.
  • Bluerock Homes Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6716 holding.
  • Morgan Stanley first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 14 quarters since.
  • Morgan Stanley's Bluerock Homes Trust position peaked at $411K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.