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
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 $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

Nisa Investment Advisors's BHM Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Bluerock Homes Trust (BHM) stake by 33% in Q1 2026, selling an estimated $1.8K and leaving 350 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Nisa Investment Advisors first reported a position in BHM in Q3 2022 and has held it in 15 quarters since. The position peaked at $26K in Q3 2022. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Nisa Investment Advisors held 350 shares of Bluerock Homes Trust worth $4.02K as of Q1 2026.
  • Nisa Investment Advisors sold 175 Bluerock Homes Trust shares in Q1 2026, an estimated $1.8K.
  • Bluerock Homes Trust made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2502 holding.
  • Nisa Investment Advisors first reported a position in Bluerock Homes Trust in Q3 2022 and has held it in 15 quarters since.
  • Nisa Investment Advisors's Bluerock Homes Trust position peaked at $26K in Q3 2022.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.