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Bluerock Homes Trust
BHM

45 hedge funds and large institutions have $13.9M invested in Bluerock Homes Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more funds holding

Funds holding: 41 → 45 (+4)

0.22% more ownership

Funds ownership: 26.24% → 26.46% (+0.22%)

9% less capital invested

Capital invested by funds: $15.2M → $13.9M (-$1.29M)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
+$181K
2
NWA
Navis Wealth Advisors
New York
+$163K
3
UBS Group
UBS Group
Switzerland
+$94.2K
4
Northern Trust
Northern Trust
Illinois
+$93.4K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$28.7K

Top Sellers

Rank Fund Capital Flow
1
QOP
Quinn Opportunity Partners
Virginia
-$72.8K
2
Millennium Management
Millennium Management
New York
-$26.1K
3
Renaissance Technologies
Renaissance Technologies
New York
-$14.8K
4
SS
Sunbelt Securities
Texas
-$10.5K
5
NFSG
Newbridge Financial Services Group
Florida
-$7.08K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$4.19K +$15 +1 +0.3%
VFM
27
Vision Financial Markets
Connecticut
$2.52K +$2.77K +190 New
IA
28
IFP Advisors
Florida
$2.48K – – –
MCM
29
MAI Capital Management
Ohio
$2.38K +$2.61K +179 New
CAM
30
Creekmur Asset Management
Illinois
$2.34K – – –
PS
31
Principal Securities
Iowa
$1.71K – – –
OC
32
Oarsman Capital
Wisconsin
$1.66K – – –
WIM
33
Westside Investment Management
California
$1.66K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$1.31K – – –
CAS
35
Coppell Advisory Solutions
Texas
$1.16K – – –
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.11K – – –
LIS
37
Legacy Investment Solutions
Idaho
$1.08K +$1.4K +96 New
LWMI
38
Legacy Wealth Management (Idaho)
Idaho
$1.08K +$1.4K +96 New
C
39
Covestor
United Kingdom
$1K +$131 +9 +22%
AAP
40
Arax Advisory Partners
Colorado
$943 – – –
CA
41
Clearstead Advisors
Ohio
$850 – – –
EWA
42
EverSource Wealth Advisors
Alabama
$504 – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$318 – – –
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$226 +$248 +17 New
Citigroup
45
Citigroup
New York
$13 -$248 -17 -94%
IAIM
46
International Assets Investment Management
Florida
– -$1.51K -22,589 Closed
CA
47
CoreCap Advisors
Michigan
– -$3.13K -209 Closed
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
– -$1.37K -93 Closed
1
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BHM Hedge Fund Activity: Q4 2024 in Review

45 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q4 2024, worth a combined $13.9M — down 8.5% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BHM positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $181K. The largest seller was Quinn Opportunity Partners, cutting an estimated $72.8K.

  • 45 institutional investors held Bluerock Homes Trust (BHM) as of Q4 2024, up from 41 in Q3 2024.
  • Funds reported $13.9M of Bluerock Homes Trust stock for Q4 2024, down 8.5% quarter-over-quarter.
  • 7 funds opened new Bluerock Homes Trust positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest Bluerock Homes Trust buyer in Q4 2024 was Arkadios Wealth Advisors, an estimated $181K added.
  • The largest Bluerock Homes Trust seller in Q4 2024 was Quinn Opportunity Partners, an estimated $72.8K sold.

Based on aggregated 13F filings for Q4 2024.