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Bluerock Homes Trust
BHM

39 hedge funds and large institutions have $11.8M invested in Bluerock Homes Trust in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 26.46% → 26.23% (-0.23%)

13% less funds holding

Funds holding: 45 → 39 (-6)

15% less capital invested

Capital invested by funds: $13.9M → $11.8M (-$2.09M)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
+$226K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$18.3K
3
UBS Group
UBS Group
Switzerland
+$17.3K
4
TRCT
Tower Research Capital (TRC)
New York
+$3.78K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$299

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$256K
2
Millennium Management
Millennium Management
New York
-$67.7K
3
T
Transce3nd
Texas
-$10.8K
4
Northern Trust
Northern Trust
Illinois
-$9.69K
5
BlackRock
BlackRock
New York
-$6.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
QOP
1
Quinn Opportunity Partners
Virginia
$2.58M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.94M – – –
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.13M -$256K -21,375 -18%
AWA
4
Arkadios Wealth Advisors
Georgia
$968K +$226K +18,895 +29%
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$760K – – –
Millennium Management
6
Millennium Management
New York
$740K -$67.7K -5,663 -8%
RC
7
RBF Capital
California
$659K – – –
BlackRock
8
BlackRock
New York
$588K -$6.42K -537 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$487K -$1.5K -125 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$448K +$18.3K +1,528 +4%
TC
11
Trium Capital
United Kingdom
$269K – – –
Northern Trust
12
Northern Trust
Illinois
$254K -$9.69K -810 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$186K -$4.57K -382 -2%
State Street
14
State Street
Massachusetts
$175K -$897 -75 -0.5%
CL
15
CSS LLC
Illinois
$139K – – –
NWA
16
Navis Wealth Advisors
New York
$127K – – –
UBS Group
17
UBS Group
Switzerland
$91.1K +$17.3K +1,447 +22%
Morgan Stanley
18
Morgan Stanley
New York
$61.1K -$12 -1 -0%
SS
19
Sunbelt Securities
Texas
$58.9K -$1.54K -129 -2%
Barclays
20
Barclays
United Kingdom
$55.7K – – –
Bank of America
21
Bank of America
North Carolina
$29.2K +$12 +1 +0%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$13K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$4.72K +$3.78K +316 +319%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.83K -$2.55K -213 -46%
VFM
25
Vision Financial Markets
Connecticut
$2.16K – – –
1
2

BHM Hedge Fund Activity: Q1 2025 in Review

39 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2025, worth a combined $11.8M — down 15% from $13.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BHM and 1 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 5 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $226K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $256K.

  • 39 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2025, down from 45 in Q4 2024.
  • Funds reported $11.8M of Bluerock Homes Trust stock for Q1 2025, down 15% quarter-over-quarter.
  • 1 fund opened new Bluerock Homes Trust positions in Q1 2025 and 6 closed out, a net change of -5 holders.
  • The largest Bluerock Homes Trust buyer in Q1 2025 was Arkadios Wealth Advisors, an estimated $226K added.
  • The largest Bluerock Homes Trust seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $256K sold.

Based on aggregated 13F filings for Q1 2025.