Vanguard Group’s Bluerock Homes Trust BHM Stock Holding History

Vanguard 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
2025 Q4	$1.8M	Sell	168,239 -2,163	-1%	-$21.3K	﹤0.01%	3592
2025 Q3	$2.04M	Hold	170,402	–	–	﹤0.01%	3577
2025 Q2	$2.13M	Hold	170,402	–	–	﹤0.01%	3520
2025 Q1	$1.94M	Hold	170,402	–	–	﹤0.01%	3500
2024 Q4	$2.26M	Sell	170,402 -101	-0.1%	-$1.47K	﹤0.01%	3530
2024 Q3	$2.55M	Hold	170,503	–	–	﹤0.01%	3484
2024 Q2	$2.98M	Hold	170,503	–	–	﹤0.01%	3440
2024 Q1	$2.89M	Hold	170,503	–	–	﹤0.01%	3478
2023 Q4	$2.39M	Buy	170,503 +503	+0.3%	+$7.04K	﹤0.01%	3541
2023 Q3	$2.2M	Buy	170,000 +3,157	+2%	+$47.1K	﹤0.01%	3549
2023 Q2	$2.69M	Sell	166,843 -12,189	-7%	-$210K	﹤0.01%	3568
2023 Q1	$3.55M	Buy	179,032 +628	+0.4%	+$12.9K	﹤0.01%	3464
2022 Q4	$3.8M	Buy	+178,404	New	+$4.17M	﹤0.01%	3434

Other funds holding BHM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Vanguard Group's BHM Position: Q4 2025 in Review

Vanguard Group reduced its Bluerock Homes Trust (BHM) stake by 1.3% in Q4 2025, selling an estimated $21.3K and leaving 168,239 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Vanguard Group first reported a position in BHM in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.8M in Q4 2022. 40 funds tracked by Wall St. Rank hold BHM as of Q4 2025.

Vanguard Group held 168,239 shares of Bluerock Homes Trust worth $1.8M as of Q4 2025.
Vanguard Group sold 2,163 Bluerock Homes Trust shares in Q4 2025, an estimated $21.3K.
Bluerock Homes Trust made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3592 holding.
Vanguard Group first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 13 quarters since.
Vanguard Group's Bluerock Homes Trust position peaked at $3.8M in Q4 2022.
40 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.