Bluerock Homes Trust
35 hedge funds and large institutions have $12.7M invested in Bluerock Homes Trust in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
0.25% more ownership
Funds ownership: 25.75% → 26.01% (+0.25%)
3% less capital invested
Capital invested by funds: $13.1M → $12.7M (-$448K)
8% less funds holding
Funds holding: 38 → 35 (-3)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$309K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$111K |
| 3 |
BlackRock
New York
|
+$2.96K |
| 4 |
Renaissance Technologies
New York
|
+$2.6K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$974 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$141K |
| 2 |
TC
Trium Capital
London,
United Kingdom
|
-$48.3K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$43.8K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$29.5K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$13.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
Westside Investment Management
Santa Monica,
California
| $1.5K | – | – | – |
|
|
NFSG
27
Newbridge Financial Services Group
Boca Raton,
Florida
| $1.32K | – | – | – |
|
|
C
28
Covestor
London,
United Kingdom
| $1K | – | – | – |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $899 | +$974 | +75 | New |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $851 | – | – | – |
|
|
CA
31
Clearstead Advisors
Cleveland,
Ohio
| $767 | – | – | – |
|
|
HWP
32
Highline Wealth Partners
Sherman Oaks,
California
| $743 | – | – | – |
|
33
JP Morgan Chase
New York
| $288 | – | – | – |
|
34
BNP Paribas Financial Markets
Paris,
France
| $204 | -$13 | -1 | -6% |
|
|
PS
35
Principal Securities
Des Moines,
Iowa
| $144 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
NWA
37
Navis Wealth Advisors
Rye Brook,
New York
| – | -$141K | -11,236 | Closed |
|
|
BCMLT
38
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$1.06K | -85 | Closed |
|
|
T
39
Transce3nd
Kyle,
Texas
| – | -$576 | -46 | Closed |
|
40
Raymond James Financial
St Petersburg,
Florida
| – | -$338 | -27 | Closed |
|
BHM Hedge Fund Activity: Q3 2025 in Review
35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q3 2025, worth a combined $12.7M — down 3.4% from $13.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BHM and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $309K. The largest seller was Navis Wealth Advisors, exiting entirely with an estimated $141K sold.
- 35 institutional investors held Bluerock Homes Trust (BHM) as of Q3 2025, down from 38 in Q2 2025.
- Funds reported $12.7M of Bluerock Homes Trust stock for Q3 2025, down 3.4% quarter-over-quarter.
- 1 fund opened new Bluerock Homes Trust positions in Q3 2025 and 4 closed out, a net change of -3 holders.
- The largest Bluerock Homes Trust buyer in Q3 2025 was Arkadios Wealth Advisors, an estimated $309K added.
- The largest Bluerock Homes Trust seller in Q3 2025 was Navis Wealth Advisors, an estimated $141K sold.
Based on aggregated 13F filings for Q3 2025.