Nisa Investment Advisors
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Nisa Investment Advisors’s Bluerock Homes Trust BHM Stock Holding History

Nisa Investment 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
2026
Q2 		– Sell
-350
Closed -$4.02K – 3103
2026
Q1 		$4.02K Sell
350
-175
-33% -$1.8K ﹤0.01% 2502
2025
Q4 		$5.67K Sell
525
-602
-53% -$5.94K ﹤0.01% 2423
2025
Q3 		$13.6K Hold
1,127
– – ﹤0.01% 2160
2025
Q2 		$14.3K Hold
1,127
– – ﹤0.01% 2099
2025
Q1 		$13K Hold
1,127
– – ﹤0.01% 2028
2024
Q4 		$15K Hold
1,127
– – ﹤0.01% 2034
2024
Q3 		$16.8K Hold
1,127
– – ﹤0.01% 1963
2024
Q2 		$19.7K Hold
1,127
– – ﹤0.01% 1948
2024
Q1 		$19.1K Hold
1,127
– – ﹤0.01% 1904
2023
Q4 		$15.8K Hold
1,127
– – ﹤0.01% 1935
2023
Q3 		$14.6K Sell
1,127
-5
-0.4% -$75 ﹤0.01% 2100
2023
Q2 		$18.3K Buy
1,132
+5
+0.4% +$86 ﹤0.01% 2129
2023
Q1 		$22K Hold
1,127
– – ﹤0.01% 1975
2022
Q4 		$24K Hold
1,127
– – ﹤0.01% 2004
2022
Q3 		$26K Buy
+1,127
New +$23.7K ﹤0.01% 1974

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nisa Investment Advisors's BHM Position: Q2 2026 in Review

Nisa Investment Advisors sold out of Bluerock Homes Trust (BHM) in Q2 2026, closing a stake of 350 shares — an estimated $4.02K sold.

Nisa Investment Advisors first reported a position in BHM in Q3 2022 and held it in 15 quarters. The position peaked at $26K in Q3 2022. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Nisa Investment Advisors reported no remaining Bluerock Homes Trust position as of Q2 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 350 Bluerock Homes Trust shares in Q2 2026, an estimated $4.02K.
  • Nisa Investment Advisors first reported a position in Bluerock Homes Trust in Q3 2022 and held it in 15 quarters.
  • Nisa Investment Advisors's Bluerock Homes Trust position peaked at $26K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.