Bluerock Homes Trust
41 hedge funds and large institutions have $15.2M invested in Bluerock Homes Trust in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0.8% more ownership
Funds ownership: 25.44% → 26.24% (+0.8%)
5% less funds holding
Funds holding: 43 → 41 (-2)
14% less capital invested
Capital invested by funds: $17.6M → $15.2M (-$2.42M)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$389K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$377K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$158K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$68.1K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$27.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$281K |
| 2 |
Millennium Management
New York
|
-$213K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.57K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$3.6K |
| 5 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$2.75K |
BHM Hedge Fund Activity: Q3 2024 in Review
41 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q3 2024, worth a combined $15.2M — down 14% from $17.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BHM and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $389K. The largest seller was Navis Wealth Advisors, exiting entirely with an estimated $281K sold.
- 41 institutional investors held Bluerock Homes Trust (BHM) as of Q3 2024, down from 43 in Q2 2024.
- Funds reported $15.2M of Bluerock Homes Trust stock for Q3 2024, down 14% quarter-over-quarter.
- 3 funds opened new Bluerock Homes Trust positions in Q3 2024 and 5 closed out, a net change of -2 holders.
- The largest Bluerock Homes Trust buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $389K added.
- The largest Bluerock Homes Trust seller in Q3 2024 was Navis Wealth Advisors, an estimated $281K sold.
Based on aggregated 13F filings for Q3 2024.