Bluerock Homes Trust
45 hedge funds and large institutions have $13.9M invested in Bluerock Homes Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
10% more funds holding
Funds holding: 41 → 45 (+4)
0.22% more ownership
Funds ownership: 26.24% → 26.46% (+0.22%)
9% less capital invested
Capital invested by funds: $15.2M → $13.9M (-$1.29M)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$181K |
| 2 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$163K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$94.2K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$93.4K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$28.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QOP
Quinn Opportunity Partners
Charlottesville,
Virginia
|
-$72.8K |
| 2 |
Millennium Management
New York
|
-$26.1K |
| 3 |
Renaissance Technologies
New York
|
-$14.8K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$10.5K |
| 5 |
NFSG
Newbridge Financial Services Group
Boca Raton,
Florida
|
-$7.08K |
BHM Hedge Fund Activity: Q4 2024 in Review
45 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q4 2024, worth a combined $13.9M — down 8.5% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BHM positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $181K. The largest seller was Quinn Opportunity Partners, cutting an estimated $72.8K.
- 45 institutional investors held Bluerock Homes Trust (BHM) as of Q4 2024, up from 41 in Q3 2024.
- Funds reported $13.9M of Bluerock Homes Trust stock for Q4 2024, down 8.5% quarter-over-quarter.
- 7 funds opened new Bluerock Homes Trust positions in Q4 2024 and 3 closed out, a net change of +4 holders.
- The largest Bluerock Homes Trust buyer in Q4 2024 was Arkadios Wealth Advisors, an estimated $181K added.
- The largest Bluerock Homes Trust seller in Q4 2024 was Quinn Opportunity Partners, an estimated $72.8K sold.
Based on aggregated 13F filings for Q4 2024.