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Bluerock Homes Trust
BHM

40 hedge funds and large institutions have $11.9M invested in Bluerock Homes Trust in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

14% more funds holding

Funds holding: 35 → 40 (+5)

1.32% more ownership

Funds ownership: 26.01% → 27.33% (+1.3%)

6% less capital invested

Capital invested by funds: $12.7M → $11.9M (-$792K)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DP
Dearborn Partners
Illinois
+$139K
2
RDFA
Ritter Daniher Financial Advisory
Ohio
+$138K
3
Millennium Management
Millennium Management
New York
+$114K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$84.8K
5
KAS
Kestra Advisory Services
Texas
+$32K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$21.3K
2
Renaissance Technologies
Renaissance Technologies
New York
-$12.8K
3
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$5.94K
4
AWA
Arkadios Wealth Advisors
Georgia
-$5.73K
5
Northern Trust
Northern Trust
Illinois
-$1.09K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$2.92K -$326 -33 -11%
VFM
27
Vision Financial Markets
Connecticut
$2.09K +$20 +2 +1%
MCM
28
MAI Capital Management
Ohio
$1.91K – – –
WIM
29
Westside Investment Management
California
$1.33K – – –
C
30
Covestor
United Kingdom
$1K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$800 -$572 -58 -44%
AAP
32
Arax Advisory Partners
Colorado
$758 – – –
SWP
33
Strategic Wealth Partners
Ohio
$747 +$690 +70 New
NFSG
34
Newbridge Financial Services Group
Florida
$715 -$424 -43 -39%
CA
35
Clearstead Advisors
Ohio
$683 – – –
HWP
36
Highline Wealth Partners
California
$662 – – –
II
37
Inspire Investing
Idaho
$215 +$197 +20 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$181 – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$177 -$69 -7 -29%
Wells Fargo
40
Wells Fargo
California
$9 +$10 +1 New
ASN
41
Advisory Services Network
Georgia
– -$899 -75 Closed
PS
42
Principal Securities
Iowa
– -$144 -12 Closed
1
2

BHM Hedge Fund Activity: Q4 2025 in Review

40 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q4 2025, worth a combined $11.9M — down 6.3% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BHM positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Dearborn Partners, opening a new position worth an estimated $139K. The largest seller was Vanguard Group, cutting an estimated $21.3K.

  • 40 institutional investors held Bluerock Homes Trust (BHM) as of Q4 2025, up from 35 in Q3 2025.
  • Funds reported $11.9M of Bluerock Homes Trust stock for Q4 2025, down 6.3% quarter-over-quarter.
  • 7 funds opened new Bluerock Homes Trust positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Bluerock Homes Trust buyer in Q4 2025 was Dearborn Partners, an estimated $139K added.
  • The largest Bluerock Homes Trust seller in Q4 2025 was Vanguard Group, an estimated $21.3K sold.

Based on aggregated 13F filings for Q4 2025.