Bluerock Homes Trust
43 hedge funds and large institutions have $15.2M invested in Bluerock Homes Trust in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.
33% more capital inflows, than outflows
Capital inflows: $684K | Capital outflows: $515K
0.28% more ownership
Funds ownership: 25.44% → 25.71% (+0.28%)
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$389K |
| 2 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$158K |
| 3 |
Sunbelt Securities
Houston,
Texas
|
+$68.1K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$27.2K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$25.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Navis Wealth Advisors
Rye Brook,
New York
|
-$281K |
| 2 |
Millennium Management
New York
|
-$213K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.57K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$3.6K |
| 5 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$2.75K |
BHM Hedge Fund Activity: Q3 2024 in Review
43 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q3 2024, worth a combined $15.2M — down 14% from $17.6M a quarter earlier.
Fund positioning in BHM was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 9 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $389K. The largest seller was Navis Wealth Advisors, exiting entirely with an estimated $281K sold.
- 43 institutional investors held Bluerock Homes Trust (BHM) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $15.2M of Bluerock Homes Trust stock for Q3 2024, down 14% quarter-over-quarter.
- 5 funds opened new Bluerock Homes Trust positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest Bluerock Homes Trust buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $389K added.
- The largest Bluerock Homes Trust seller in Q3 2024 was Navis Wealth Advisors, an estimated $281K sold.
Based on aggregated 13F filings for Q3 2024.