Bluerock Homes Trust
36 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, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
47% more capital inflows, than outflows
Capital inflows: $427K | Capital outflows: $290K
0.25% more ownership
Funds ownership: 25.76% → 26.01% (+0.25%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
8% less funds holding
Funds holding: 39 → 36 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$309K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$111K |
| 3 |
BlackRock
New York
|
+$2.96K |
| 4 |
Renaissance Technologies
New York
|
+$2.6K |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$974 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Navis Wealth Advisors
Rye Brook,
New York
|
-$141K |
| 2 |
Trium Capital
London,
United Kingdom
|
-$48.3K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$43.8K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$29.5K |
| 5 |
Sunbelt Securities
Houston,
Texas
|
-$13.1K |
BHM Hedge Fund Activity: Q3 2025 in Review
36 of the 7,660 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 10 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.
- 36 institutional investors held Bluerock Homes Trust (BHM) as of Q3 2025, down from 39 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.