Bluerock Homes Trust
39 hedge funds and large institutions have $13.1M invested in Bluerock Homes Trust in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.
230% more capital inflows, than outflows
Capital inflows: $161K | Capital outflows: $49K
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
0.48% less ownership
Funds ownership: 26.24% → 25.76% (-0.48%)
5% less funds holding
Funds holding: 41 → 39 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$51.9K |
| 2 |
Trium Capital
London,
United Kingdom
|
+$40.8K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$34.8K |
| 4 |
Millennium Management
New York
|
+$17.1K |
| 5 |
Quinn Opportunity Partners
Charlottesville,
Virginia
|
+$13.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$28.5K |
| 2 |
Renaissance Technologies
New York
|
-$4.39K |
| 3 |
BlackRock
New York
|
-$2.15K |
| 4 |
IFP Advisors
Tampa,
Florida
|
-$2.13K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.78K |
BHM Hedge Fund Activity: Q2 2025 in Review
39 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q2 2025, worth a combined $13.1M — up 11% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BHM and 2 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $51.9K. The largest seller was UBS Group, cutting an estimated $28.5K.
- 39 institutional investors held Bluerock Homes Trust (BHM) as of Q2 2025, down from 41 in Q1 2025.
- Funds reported $13.1M of Bluerock Homes Trust stock for Q2 2025, up 11% quarter-over-quarter.
- 2 funds opened new Bluerock Homes Trust positions in Q2 2025 and 4 closed out, a net change of -2 holders.
- The largest Bluerock Homes Trust buyer in Q2 2025 was Arkadios Wealth Advisors, an estimated $51.9K added.
- The largest Bluerock Homes Trust seller in Q2 2025 was UBS Group, an estimated $28.5K sold.
Based on aggregated 13F filings for Q2 2025.