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Bluerock Homes Trust
BHM

39 hedge funds and large institutions have $11.8M invested in Bluerock Homes Trust in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 26.46% → 26.23% (-0.23%)

13% less funds holding

Funds holding: 45 → 39 (-6)

15% less capital invested

Capital invested by funds: $13.9M → $11.8M (-$2.09M)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
+$226K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$18.3K
3
UBS Group
UBS Group
Switzerland
+$17.3K
4
TRCT
Tower Research Capital (TRC)
New York
+$3.78K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$299

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$256K
2
Millennium Management
Millennium Management
New York
-$67.7K
3
T
Transce3nd
Texas
-$10.8K
4
Northern Trust
Northern Trust
Illinois
-$9.69K
5
BlackRock
BlackRock
New York
-$6.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$2.13K – – –
NFSG
27
Newbridge Financial Services Group
Florida
$2.05K -$2.39K -200 -53%
MCM
28
MAI Capital Management
Ohio
$2.04K – – –
PS
29
Principal Securities
Iowa
$1.71K – – –
WIM
30
Westside Investment Management
California
$1.42K – – –
C
31
Covestor
United Kingdom
$1K – – –
BCMLT
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$955 – – –
Wells Fargo
33
Wells Fargo
California
$948 -$2.79K -233 -74%
AAP
34
Arax Advisory Partners
Colorado
$808 – – –
CA
35
Clearstead Advisors
Ohio
$728 – – –
T
36
Transce3nd
Texas
$523 -$10.8K -902 -95%
JP Morgan Chase
37
JP Morgan Chase
New York
$261 -$12 -1 -4%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$193 – – –
CAM
39
Creekmur Asset Management
Illinois
– -$2.34K -176 Closed
OC
40
Oarsman Capital
Wisconsin
– -$1.66K -125 Closed
LWMI
41
Legacy Wealth Management (Idaho)
Idaho
– -$1.08K -96 Closed
CAS
42
Coppell Advisory Solutions
Texas
– -$1.16K -86 Closed
EWA
43
EverSource Wealth Advisors
Alabama
– -$504 -38 Closed
Citigroup
44
Citigroup
New York
– -$13 -1 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– +$299 +25 New
1
2

BHM Hedge Fund Activity: Q1 2025 in Review

39 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2025, worth a combined $11.8M — down 15% from $13.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BHM and 1 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 5 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $226K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $256K.

  • 39 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2025, down from 45 in Q4 2024.
  • Funds reported $11.8M of Bluerock Homes Trust stock for Q1 2025, down 15% quarter-over-quarter.
  • 1 fund opened new Bluerock Homes Trust positions in Q1 2025 and 6 closed out, a net change of -5 holders.
  • The largest Bluerock Homes Trust buyer in Q1 2025 was Arkadios Wealth Advisors, an estimated $226K added.
  • The largest Bluerock Homes Trust seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $256K sold.

Based on aggregated 13F filings for Q1 2025.