Raymond James Financial
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Raymond James Financial’s Bluerock Homes Trust BHM Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-27
Closed -$338 – 5153
2025
Q2 		$338 Buy
+27
New +$296 ﹤0.01% 6723

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AWA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Raymond James Financial's BHM Position: Q3 2025 in Review

Raymond James Financial sold out of Bluerock Homes Trust (BHM) in Q3 2025, closing a stake of 27 shares — an estimated $338 sold.

Raymond James Financial first reported a position in BHM in Q2 2025 and held it in 1 quarter. The position peaked at $338 in Q2 2025. 35 funds tracked by Wall St. Rank hold BHM as of Q3 2025.

  • Raymond James Financial reported no remaining Bluerock Homes Trust position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 27 Bluerock Homes Trust shares in Q3 2025, an estimated $338.
  • Raymond James Financial first reported a position in Bluerock Homes Trust in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Bluerock Homes Trust position peaked at $338 in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.