Bluerock Homes Trust
36 hedge funds and large institutions have $10.1M invested in Bluerock Homes Trust in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0.09% more ownership
Funds ownership: 27.28% → 27.37% (+0.09%)
5% less funds holding
Funds holding: 38 → 36 (-2)
20% less capital invested
Capital invested by funds: $12.6M → $10.1M (-$2.48M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$368K |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$127K |
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
+$17K |
| 4 |
BlackRock
New York
|
+$10.4K |
| 5 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$1.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$214K |
| 2 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$40.8K |
| 3 |
Millennium Management
New York
|
-$28.3K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$16.3K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.06K |
BHM Hedge Fund Activity: Q2 2026 in Review
36 of the 8,329 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q2 2026, worth a combined $10.1M — down 20% from $12.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BHM and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 10 added.
The largest buyer was SNS Financial Group, opening a new position worth an estimated $368K. The largest seller was Northern Trust, exiting entirely with an estimated $214K sold.
- 36 institutional investors held Bluerock Homes Trust (BHM) as of Q2 2026, down from 38 in Q1 2026.
- Funds reported $10.1M of Bluerock Homes Trust stock for Q2 2026, down 20% quarter-over-quarter.
- 4 funds opened new Bluerock Homes Trust positions in Q2 2026 and 5 closed out, a net change of -1 holder.
- The largest Bluerock Homes Trust buyer in Q2 2026 was SNS Financial Group, an estimated $368K added.
- The largest Bluerock Homes Trust seller in Q2 2026 was Northern Trust, an estimated $214K sold.
Based on aggregated 13F filings for Q2 2026.