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Bluerock Homes Trust
BHM

35 hedge funds and large institutions have $12.7M invested in Bluerock Homes Trust in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 25.75% → 26.01% (+0.25%)

3% less capital invested

Capital invested by funds: $13.1M → $12.7M (-$448K)

8% less funds holding

Funds holding: 38 → 35 (-3)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
+$309K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$111K
3
BlackRock
BlackRock
New York
+$2.96K
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.6K
5
ASN
Advisory Services Network
Georgia
+$974

Top Sellers

Rank Fund Capital Flow
1
NWA
Navis Wealth Advisors
New York
-$141K
2
TC
Trium Capital
United Kingdom
-$48.3K
3
Northern Trust
Northern Trust
Illinois
-$43.8K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$29.5K
5
SS
Sunbelt Securities
Texas
-$13.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
QOP
1
Quinn Opportunity Partners
Virginia
$2.73M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.04M – – –
AWA
3
Arkadios Wealth Advisors
Georgia
$1.36M +$309K +23,772 +26%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.33M +$111K +8,580 +8%
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$800K – – –
Millennium Management
6
Millennium Management
New York
$798K -$338 -26 -0%
RC
7
RBF Capital
California
$694K – – –
BlackRock
8
BlackRock
New York
$619K +$2.96K +228 +0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$508K -$4.87K -375 -0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$443K -$29.5K -2,271 -6%
TC
11
Trium Capital
United Kingdom
$283K -$48.3K -3,720 -14%
Northern Trust
12
Northern Trust
Illinois
$228K -$43.8K -3,370 -15%
Renaissance Technologies
13
Renaissance Technologies
New York
$194K +$2.6K +200 +1%
State Street
14
State Street
Massachusetts
$180K -$2.6K -200 -1%
CL
15
CSS LLC
Illinois
$146K – – –
UBS Group
16
UBS Group
Switzerland
$65K +$130 +10 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$64.4K +$13 +1 +0%
Barclays
18
Barclays
United Kingdom
$55.9K -$3.09K -238 -5%
SS
19
Sunbelt Securities
Texas
$51.5K -$13.1K -1,011 -19%
Bank of America
20
Bank of America
North Carolina
$28.6K -$1.79K -138 -5%
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$13.6K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$3.68K +$104 +8 +3%
VFM
23
Vision Financial Markets
Connecticut
$2.32K +$13 +1 +0.5%
MCM
24
MAI Capital Management
Ohio
$2.15K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$1.62K +$13 +1 +0.8%
1
2

BHM Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q3 2025, worth a combined $12.7M — down 3.4% from $13.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BHM and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $309K. The largest seller was Navis Wealth Advisors, exiting entirely with an estimated $141K sold.

  • 35 institutional investors held Bluerock Homes Trust (BHM) as of Q3 2025, down from 38 in Q2 2025.
  • Funds reported $12.7M of Bluerock Homes Trust stock for Q3 2025, down 3.4% quarter-over-quarter.
  • 1 fund opened new Bluerock Homes Trust positions in Q3 2025 and 4 closed out, a net change of -3 holders.
  • The largest Bluerock Homes Trust buyer in Q3 2025 was Arkadios Wealth Advisors, an estimated $309K added.
  • The largest Bluerock Homes Trust seller in Q3 2025 was Navis Wealth Advisors, an estimated $141K sold.

Based on aggregated 13F filings for Q3 2025.