UBS Group
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UBS Group’s Bluerock Homes Trust BHM Stock Holding History

UBS 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 		$61.5K Sell
5,410
-239
-4% -$2.46K ﹤0.01% 7259
2025
Q4 		$60.3K Buy
5,649
+224
+4% +$2.21K ﹤0.01% 7130
2025
Q3 		$65K Buy
5,425
+10
+0.2% +$130 ﹤0.01% 7389
2025
Q2 		$67.8K Sell
5,415
-2,597
-32% -$28.5K ﹤0.01% 7536
2025
Q1 		$91.1K Buy
8,012
+1,447
+22% +$17.3K ﹤0.01% 7112
2024
Q4 		$87.1K Buy
6,565
+6,467
+6,599% +$94.2K ﹤0.01% 6964
2024
Q3 		$1.47K Hold
98
– – ﹤0.01% 8634
2024
Q2 		$1.72K Sell
98
-400
-80% -$6.83K ﹤0.01% 8513
2024
Q1 		$8.45K Buy
498
+402
+419% +$5.88K ﹤0.01% 7331
2023
Q4 		$1.34K Sell
96
-357
-79% -$5K ﹤0.01% 8330
2023
Q3 		$5.85K Buy
453
+357
+372% +$5.33K ﹤0.01% 7337
2023
Q2 		$1.55K Sell
96
-2,705
-97% -$46.6K ﹤0.01% 7896
2023
Q1 		$55.5K Sell
2,801
-560
-17% -$11.5K ﹤0.01% 6377
2022
Q4 		$71.6K Buy
+3,361
New +$78.6K ﹤0.01% 6425

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

UBS Group's BHM Position: Q1 2026 in Review

UBS Group reduced its Bluerock Homes Trust (BHM) stake by 4.2% in Q1 2026, selling an estimated $2.46K and leaving 5,410 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7259.

UBS Group first reported a position in BHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $91.1K in Q1 2025. 38 funds tracked by Wall St. Rank hold BHM as of Q1 2026.

  • UBS Group held 5,410 shares of Bluerock Homes Trust worth $61.5K as of Q1 2026.
  • UBS Group sold 239 Bluerock Homes Trust shares in Q1 2026, an estimated $2.46K.
  • Bluerock Homes Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7259 holding.
  • UBS Group first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 14 quarters since.
  • UBS Group's Bluerock Homes Trust position peaked at $91.1K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2026.

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