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Bluerock Homes Trust
BHM

38 hedge funds and large institutions have $12.6M invested in Bluerock Homes Trust in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $11.9M → $12.6M (+$752K)

0.05% less ownership

Funds ownership: 27.33% → 27.28% (-0.05%)

5% less funds holding

Funds holding: 40 → 38 (-2)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$228K
2
Millennium Management
Millennium Management
New York
+$102K
3
RDFA
Ritter Daniher Financial Advisory
Ohio
+$34.8K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$17K
5
BlackRock
BlackRock
New York
+$7.62K

Top Sellers

Rank Fund Capital Flow
1
TC
Trium Capital
United Kingdom
-$252K
2
Morgan Stanley
Morgan Stanley
New York
-$37.3K
3
AWA
Arkadios Wealth Advisors
Georgia
-$35.4K
4
KAS
Kestra Advisory Services
Texas
-$34.6K
5
Bank of America
Bank of America
North Carolina
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
26
Vision Financial Markets
Connecticut
$2.25K +$31 +3 +2%
MCM
27
MAI Capital Management
Ohio
$2.03K – – –
WIM
28
Westside Investment Management
California
$1.42K – – –
C
29
Covestor
United Kingdom
$1K – – –
ASN
30
Advisory Services Network
Georgia
$852 +$771 +75 New
AAP
31
Arax Advisory Partners
Colorado
$807 -$473 -46 -65%
NFSG
32
Newbridge Financial Services Group
Florida
$761 – – –
CA
33
Clearstead Advisors
Ohio
$728 – – –
SWP
34
Strategic Wealth Partners
Ohio
$318 -$432 -42 -60%
II
35
Inspire Investing
Idaho
$231 – – –
MWM
36
Magnolia Wealth Management
Alabama
$227 +$206 +20 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$193 – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$193 – – –
Wells Fargo
39
Wells Fargo
California
$4 -$10 -1 Closed
TC
40
Trium Capital
United Kingdom
– -$252K -23,657 Closed
KAS
41
Kestra Advisory Services
Texas
– -$34.6K -3,243 Closed
Bank of America
42
Bank of America
North Carolina
– -$25.5K -2,388 Closed
Osaic Holdings
43
Osaic Holdings
Arizona
– -$800 -74 Closed
HWP
44
Highline Wealth Partners
California
– -$662 -62 Closed
1
2

BHM Hedge Fund Activity: Q1 2026 in Review

38 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2026, worth a combined $12.6M — up 6.3% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BHM and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $228K. The largest seller was Trium Capital, exiting entirely with an estimated $252K sold.

  • 38 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2026, down from 40 in Q4 2025.
  • Funds reported $12.6M of Bluerock Homes Trust stock for Q1 2026, up 6.3% quarter-over-quarter.
  • 5 funds opened new Bluerock Homes Trust positions in Q1 2026 and 6 closed out, a net change of -1 holder.
  • The largest Bluerock Homes Trust buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $228K added.
  • The largest Bluerock Homes Trust seller in Q1 2026 was Trium Capital, an estimated $252K sold.

Based on aggregated 13F filings for Q1 2026.