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Bluerock Homes Trust
BHM

Overview Fund Activity

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
Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.53%
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

1
AWA
Arkadios Wealth Advisors
Georgia
$968K
2
Geode Capital Management
Geode Capital Management
Massachusetts
$448K
3
UBS Group
UBS Group
Switzerland
$91.1K
4
TRCT
Tower Research Capital (TRC)
New York
$4.72K
5
Bank of America
Bank of America
North Carolina
$29.2K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.13M
2
Millennium Management
Millennium Management
New York
$740K
3
T
Transce3nd
Texas
$523
4
Northern Trust
Northern Trust
Illinois
$254K
5
BlackRock
BlackRock
New York
$588K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$2.13K – – –
NFSG
27
Newbridge Financial Services Group
Florida
$2.05K -$2.27K -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 -$2.66K -233 -74%
AAP
34
Arax Advisory Partners
Colorado
$808 – – –
CA
35
Clearstead Advisors
Ohio
$728 – – –
T
36
Transce3nd
Texas
$523 -$10.3K -902 -95%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$261 -$11 -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
– -$1.09K -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
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