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Bluerock Homes Trust, Inc. hedge fund holdings

BHMNYSE
$8.01+0.09 (+1.14%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BHM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-32.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202557$184K$51.7K37Aug 14, 2025
Q3 202549$394K$272K35Nov 14, 2025
Q4 202588$1.19M$53.6K38Feb 14, 2026
Q1 202669$436K$842K36May 15, 2026
Q2 202694$1.83M$56.7K36Aug 14, 2026

Quarterly action breakdown

Q2 2026
36 filers
New position
5
$319K+35.4K sh
Increased
4
$1.51M+167K sh
Reduced
1
-$52.7K-5.85K sh
Out / sold
3
-$4.01K-445 sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Bluespring Wealth Management, LLCNew Buy+$316K$316K0.01%Aug 11, 2026
Dearborn Partners LLCAdded 72.25%+$153K$366K0.01%Aug 17, 2026
Arkadios Wealth AdvisorsAdded 11.05%+$109K$1.1M0.02%Aug 10, 2026
Ritter Daniher Financial Advisory LLC / DEAdded 1.06%+$1.67K$158K0.02%Jul 14, 2026
IFG Advisory, LLCNew Buy+$1.16K$1.16K0.00%Aug 14, 2026
Magnolia Wealth Management, LLCSell 100%-$227$00.00%Jul 14, 2026
Vision Financial Markets LLCAdded 1.01%+$18$1.82K0.00%Jul 24, 2026
Inspire Investing, LLCAdded 5.00%+$9$1850.00%Aug 12, 2026

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