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Bluerock Homes Trust
BHM

41 hedge funds and large institutions have $16.4M invested in Bluerock Homes Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $13.3M → $16.4M (+$3.1M)

0.16% less ownership

Funds ownership: 25.1% → 24.94% (-0.16%)

5% less funds holding

Funds holding: 43 → 41 (-2)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$307K
2
NWA
Navis Wealth Advisors
New York
+$183K
3
AWA
Arkadios Wealth Advisors
Georgia
+$67.6K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$17.6K
5
UBS Group
UBS Group
Switzerland
+$5.88K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$178K
2
Citadel Advisors
Citadel Advisors
Florida
-$175K
3
CL
CSS LLC
Illinois
-$168K
4
Millennium Management
Millennium Management
New York
-$63.2K
5
Osaic Holdings
Osaic Holdings
Arizona
-$18.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$6.33K +$5.49K +375 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.66K – – –
PS
28
Principal Securities
Iowa
$2.19K +$88 +6 +5%
WIM
29
Westside Investment Management
California
$2.12K – – –
GWP
30
Gen-Wealth Partners
Michigan
$1.8K +$1.55K +106 New
TRCT
31
Tower Research Capital (TRC)
New York
$1.68K – – –
BCMLT
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.43K – – –
AAP
33
Arax Advisory Partners
Colorado
$1.21K – – –
CA
34
Clearstead Advisors
Ohio
$1.11K – – –
C
35
Covestor
United Kingdom
$1K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1K +$29 +2 +5%
CA
37
Continuum Advisory
Idaho
$971 +$820 +56 New
EWA
38
EverSource Wealth Advisors
Alabama
$640 – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$407 +$15 +1 +4%
Citigroup
40
Citigroup
New York
$305 -$190 -13 -42%
GI
41
GAMMA Investing
California
$85 – – –
Citadel Advisors
42
Citadel Advisors
Florida
– -$175K -12,540 Closed
ASN
43
Advisory Services Network
Georgia
– -$3.15K -225 Closed
FWM
44
Focused Wealth Management
New York
– -$420 -30 Closed
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
– -$420 -30 Closed
VWA
46
Valued Wealth Advisors
Utah
– -$311 -24 Closed
1
2

BHM Hedge Fund Activity: Q1 2024 in Review

41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2024, worth a combined $16.4M — up 23% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BHM and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 9 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $307K. The largest seller was Morgan Stanley, cutting an estimated $178K.

  • 41 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $16.4M of Bluerock Homes Trust stock for Q1 2024, up 23% quarter-over-quarter.
  • 4 funds opened new Bluerock Homes Trust positions in Q1 2024 and 5 closed out, a net change of -1 holder.
  • The largest Bluerock Homes Trust buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $307K added.
  • The largest Bluerock Homes Trust seller in Q1 2024 was Morgan Stanley, an estimated $178K sold.

Based on aggregated 13F filings for Q1 2024.