Bluerock Homes Trust
38 hedge funds and large institutions have $12.6M invested in Bluerock Homes Trust in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.
6% more capital invested
Capital invested by funds: $11.9M → $12.6M (+$752K)
0.05% less ownership
Funds ownership: 27.33% → 27.28% (-0.05%)
5% less funds holding
Funds holding: 40 → 38 (-2)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$228K |
| 2 |
Millennium Management
New York
|
+$102K |
| 3 |
RDFA
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
+$34.8K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$17K |
| 5 |
BlackRock
New York
|
+$7.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trium Capital
London,
United Kingdom
|
-$252K |
| 2 |
Morgan Stanley
New York
|
-$37.3K |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$35.4K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$34.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$25.5K |
BHM Hedge Fund Activity: Q1 2026 in Review
38 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Bluerock Homes Trust (BHM) for Q1 2026, worth a combined $12.6M — up 6.3% from $11.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BHM and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $228K. The largest seller was Trium Capital, exiting entirely with an estimated $252K sold.
- 38 institutional investors held Bluerock Homes Trust (BHM) as of Q1 2026, down from 40 in Q4 2025.
- Funds reported $12.6M of Bluerock Homes Trust stock for Q1 2026, up 6.3% quarter-over-quarter.
- 5 funds opened new Bluerock Homes Trust positions in Q1 2026 and 6 closed out, a net change of -1 holder.
- The largest Bluerock Homes Trust buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $228K added.
- The largest Bluerock Homes Trust seller in Q1 2026 was Trium Capital, an estimated $252K sold.
Based on aggregated 13F filings for Q1 2026.