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Bluerock Homes Trust
BHM

Overview Fund Activity

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.

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

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$911K
2
NWA
2
Navis Wealth Advisors
New York
$213K
3
AWA
3
Arkadios Wealth Advisors
Georgia
$709K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$575K
5
UBS Group
5
UBS Group
Switzerland
$8.45K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$98.9K
2
CL
2
CSS LLC
Illinois
$235K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Millennium Management
4
Millennium Management
New York
$1.57M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$32.1K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$6.33K 375 +375 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.66K 157 – –
PS
28
Principal Securities
Iowa
$2.19K 129 +6 +5%
WIM
29
Westside Investment Management
California
$2.12K 125 – –
GWP
30
Gen-Wealth Partners
Michigan
$1.8K 106 +106 New
TRCT
31
Tower Research Capital (TRC)
New York
$1.68K 99 – –
BCMLT
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.43K 84 – –
AAP
33
Arax Advisory Partners
Colorado
$1.21K 71 – –
CA
34
Clearstead Advisors
Ohio
$1.12K 64 – –
C
35
Covestor
United Kingdom
$1K 41 – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1K 39 +2 +5%
CA
37
Continuum Advisory
Idaho
$971 56 +56 New
EWA
38
EverSource Wealth Advisors
Alabama
$640 38 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$407 24 +1 +4%
Citigroup
40
Citigroup
New York
$305 18 -13 -42%
GI
41
GAMMA Investing
California
$85 5 – –
Citadel Advisors
42
Citadel Advisors
Florida
– – -12,540 Closed
ASN
43
Advisory Services Network
Georgia
– – -225 Closed
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
– – -30 Closed
FWM
45
Focused Wealth Management
New York
– – -30 Closed
VWA
46
Valued Wealth Advisors
Utah
– – -24 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
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