Wells Fargo
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Wells Fargo’s Bluerock Homes Trust BHM Stock Holding History

Wells Fargo’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
Q2 		$5 Buy
+1
New +$10 ﹤0.01% 7149
2026
Q1 		– Sell
-1
Closed -$10 – 7038
2025
Q4 		$9 Buy
+1
New +$10 ﹤0.01% 6884
2025
Q3 		– Hold
0
– – – 6963
2025
Q2 		– Sell
-83
Closed -$911 – 6983
2025
Q1 		$948 Sell
83
-233
-74% -$2.79K ﹤0.01% 6242
2024
Q4 		$4.19K Buy
316
+1
+0.3% +$15 ﹤0.01% 6088
2024
Q3 		$4.72K Sell
315
-125
-28% -$2.08K ﹤0.01% 5925
2024
Q2 		$7.71K Buy
440
+57
+15% +$973 ﹤0.01% 5799
2024
Q1 		$6.5K Buy
383
+1
+0.3% +$15 ﹤0.01% 5844
2023
Q4 		$5.34K Buy
382
+41
+12% +$574 ﹤0.01% 5947
2023
Q3 		$4.41K Sell
341
-3
-0.9% -$45 ﹤0.01% 5972
2023
Q2 		$5.55K Sell
344
-686
-67% -$11.8K ﹤0.01% 6060
2023
Q1 		$20.4K Buy
1,030
+572
+125% +$11.7K ﹤0.01% 5631
2022
Q4 		$9.76K Buy
+458
New +$10.7K ﹤0.01% 5561

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo's BHM Position: Q2 2026 in Review

Wells Fargo opened a new position in Bluerock Homes Trust (BHM) in Q2 2026: 1 share worth $5. The stake represents ﹤0.01% of the portfolio and ranks #7149 among its holdings. This is a return to the name: Wells Fargo previously reported a position in BHM as recently as Q4 2025.

Wells Fargo first reported a position in BHM in Q4 2022 and has held it in 12 quarters since. The position peaked at $20.4K in Q1 2023. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Wells Fargo held 1 share of Bluerock Homes Trust worth $5 as of Q2 2026.
  • Bluerock Homes Trust was a new Wells Fargo position in Q2 2026.
  • Bluerock Homes Trust made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #7149 holding.
  • Wells Fargo first reported a position in Bluerock Homes Trust in Q4 2022 and has held it in 12 quarters since.
  • Wells Fargo's Bluerock Homes Trust position peaked at $20.4K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.