Bluerock Homes Trust
40 hedge funds and large institutions have $11.9M invested in Bluerock Homes Trust in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
14% more funds holding
Funds holding: 35 → 40 (+5)
1.32% more ownership
Funds ownership: 26.01% → 27.33% (+1.3%)
6% less capital invested
Capital invested by funds: $12.7M → $11.9M (-$792K)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$139K |
| 2 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$138K |
| 3 |
Millennium Management
New York
|
+$114K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$84.8K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.3K |
| 2 |
Renaissance Technologies
New York
|
-$12.8K |
| 3 |
Nisa Investment Advisors
St. Louis,
Missouri
|
-$5.94K |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$5.73K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.09K |
BHM Hedge Fund Activity: Q4 2025 in Review
40 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q4 2025, worth a combined $11.9M — down 6.3% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BHM positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Dearborn Partners, opening a new position worth an estimated $139K. The largest seller was Vanguard Group, cutting an estimated $21.3K.
- 40 institutional investors held Bluerock Homes Trust (BHM) as of Q4 2025, up from 35 in Q3 2025.
- Funds reported $11.9M of Bluerock Homes Trust stock for Q4 2025, down 6.3% quarter-over-quarter.
- 7 funds opened new Bluerock Homes Trust positions in Q4 2025 and 2 closed out, a net change of +5 holders.
- The largest Bluerock Homes Trust buyer in Q4 2025 was Dearborn Partners, an estimated $139K added.
- The largest Bluerock Homes Trust seller in Q4 2025 was Vanguard Group, an estimated $21.3K sold.
Based on aggregated 13F filings for Q4 2025.