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Sunbelt Securities’s Bluerock Homes Trust BHM Stock Holding History

Sunbelt Securities’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 		$35.5K Sell
3,124
-1,191
-28% -$12.2K ﹤0.01% 1120
2025
Q4 		$46K Buy
4,315
+17
+0.4% +$168 ﹤0.01% 1017
2025
Q3 		$51.5K Sell
4,298
-1,011
-19% -$13.1K ﹤0.01% 993
2025
Q2 		$70.4K Buy
5,309
+129
+2% +$1.42K 0.01% 858
2025
Q1 		$58.9K Sell
5,180
-129
-2% -$1.54K 0.01% 874
2024
Q4 		$70.2K Sell
5,309
-720
-12% -$10.5K 0.01% 859
2024
Q3 		$90.1K Buy
6,029
+4,087
+210% +$68.1K 0.01% 792
2024
Q2 		$34K Sell
1,942
-18
-0.9% -$307 ﹤0.01% 1000
2024
Q1 		$33.3K Sell
1,960
-153
-7% -$2.24K ﹤0.01% 967
2023
Q4 		$29.6K Sell
2,113
-763
-27% -$10.7K ﹤0.01% 923
2023
Q3 		$37.2K Buy
2,876
+303
+12% +$4.53K 0.01% 869
2023
Q2 		$41.5K Buy
2,573
+470
+22% +$8.1K 0.01% 843
2023
Q1 		$40.2K Buy
+2,103
New +$43.1K 0.01% 799

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

Sunbelt Securities's BHM Position: Q1 2026 in Review

Sunbelt Securities reduced its Bluerock Homes Trust (BHM) stake by 28% in Q1 2026, selling an estimated $12.2K and leaving 3,124 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Sunbelt Securities first reported a position in BHM in Q1 2023 and has held it in 13 quarters since. The position peaked at $90.1K in Q3 2024. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • Sunbelt Securities held 3,124 shares of Bluerock Homes Trust worth $35.5K as of Q1 2026.
  • Sunbelt Securities sold 1,191 Bluerock Homes Trust shares in Q1 2026, an estimated $12.2K.
  • Bluerock Homes Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1120 holding.
  • Sunbelt Securities first reported a position in Bluerock Homes Trust in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Bluerock Homes Trust position peaked at $90.1K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.