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Newbridge Financial Services Group’s Bluerock Homes Trust BHM Stock Holding History

Newbridge Financial Services Group’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 		$761 Hold
67
– – ﹤0.01% 1094
2025
Q4 		$715 Sell
67
-43
-39% -$424 ﹤0.01% 1096
2025
Q3 		$1.32K Hold
110
– – ﹤0.01% 1166
2025
Q2 		$1.38K Sell
110
-70
-39% -$769 ﹤0.01% 1168
2025
Q1 		$2.05K Sell
180
-200
-53% -$2.39K ﹤0.01% 890
2024
Q4 		$5.04K Sell
380
-486
-56% -$7.08K ﹤0.01% 863
2024
Q3 		$12.9K Sell
866
-72
-8% -$1.2K ﹤0.01% 405
2024
Q2 		$16.4K Sell
938
-174
-16% -$2.97K 0.01% 613
2024
Q1 		$18.9K Buy
1,112
+12
+1% +$176 0.01% 616
2023
Q4 		$15.4K Sell
1,100
-150
-12% -$2.1K 0.01% 648
2023
Q3 		$16.1K Buy
1,250
+67
+6% +$1K 0.01% 695
2023
Q2 		$19.1K Buy
1,183
+164
+16% +$2.83K 0.01% 712
2023
Q1 		$20.2K Hold
1,019
– – 0.01% 717
2022
Q4 		$21.7K Buy
+1,019
New +$23.8K 0.01% 693

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

Newbridge Financial Services Group's BHM Position: Q1 2026 in Review

Newbridge Financial Services Group held its Bluerock Homes Trust (BHM) position steady in Q1 2026 at 67 shares worth $761. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Newbridge Financial Services Group first reported a position in BHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $21.7K in Q4 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Newbridge Financial Services Group held 67 shares of Bluerock Homes Trust worth $761 as of Q1 2026.
  • Newbridge Financial Services Group left its Bluerock Homes Trust share count unchanged in Q1 2026.
  • Bluerock Homes Trust made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #1094 holding.
  • Newbridge Financial Services Group first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 14 quarters since.
  • Newbridge Financial Services Group's Bluerock Homes Trust position peaked at $21.7K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.