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Bluerock Homes Trust, Inc.

BHM
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001903382

No open-market purchases or sales by Bluerock Homes Trust, Inc. insiders were filed in the last 90 days; 36 institutions reported holding it in 13F filings for Q2 2026, worth $10.1M in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in Bluerock Homes Trust, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
36
−2 vs. Q1 2026
Shares held
1.12M
+21.4K (+1.9%) vs. Q1 2026
Total value
$10.1M
−$2.44M (−19.4%) vs. Q1 2026
New holders
3
11 more added
Sold out
5
7 more reduced

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BHM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2026: 36 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 4 institutionsQ4 2022: 73 institutionsQ1 2023: 64 institutionsQ2 2023: 52 institutionsQ3 2023: 41 institutionsQ4 2023: 43 institutionsQ1 2024: 41 institutionsQ2 2024: 43 institutionsQ3 2024: 41 institutionsQ4 2024: 45 institutionsQ1 2025: 39 institutionsQ2 2025: 39 institutionsQ3 2025: 36 institutionsQ4 2025: 40 institutionsQ1 2026: 39 institutionsQ2 2026: 36 institutions
Value heldQ2 2026: $10.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $326.0KQ4 2022: $34.6MQ1 2023: $29.6MQ2 2023: $19.5MQ3 2023: $13.0MQ4 2023: $13.5MQ1 2024: $16.4MQ2 2024: $17.6MQ3 2024: $15.2MQ4 2024: $13.9MQ1 2025: $11.8MQ2 2025: $13.1MQ3 2025: $12.7MQ4 2025: $11.9MQ1 2026: $12.6MQ2 2026: $10.1M
Institutions holding BHM and their total value by quarter
QuarterHoldersValue
Q2 202636$10.1M
Q1 202639$12.6M
Q4 202540$11.9M
Q3 202536$12.7M
Q2 202539$13.1M
Q1 202539$11.8M
Q4 202445$13.9M
Q3 202441$15.2M
Q2 202443$17.6M
Q1 202441$16.4M
Q4 202343$13.5M
Q3 202341$13.0M
Q2 202352$19.5M
Q1 202364$29.6M
Q4 202273$34.6M
Q3 20224$326.0K
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q1 2026.

Institutions holding BHM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Quinn Opportunity Partners LLC228,282$2.05M0.10%00.0%Unchanged
Vanguard Capital Management LLC148,398$1.34M0.00%+1,624+1.1%Added
Cambridge Investment Research Advisors, Inc.142,129$1.28M0.00%+140+0.1%Added
Arkadios Wealth Advisors121,770$1.10M0.02%+12,119+11.1%Added
Millennium Management LLC85,395$768.6K0.00%−2,709−3.1%Reduced
Tudor Investment Corp Et Al66,761$600.8K0.00%00.0%Unchanged
RBF Capital, LLC57,954$521.6K0.02%00.0%Unchanged
BlackRock, Inc.53,780$484.0K0.00%+990+1.9%Added
Dimensional Fund Advisors LP39,926$359.4K0.00%−866−2.1%Reduced
Geode Capital Management, LLC38,862$349.9K0.00%−1,560−3.9%Reduced
SNS Financial Group, LLC35,143$316.3K0.01%+35,143New
Vanguard Fiduciary Trust Co19,673$177.1K0.00%+129+0.7%Added
Ritter Daniher Financial Advisory LLC17,571$158.1K0.02%+185+1.1%Added
State Street Corp14,882$135.8K0.00%00.0%Unchanged
Dearborn Partners LLC10,153$132.1K0.01%−3,900−27.8%Reduced
Renaissance Technologies LLC14,500$130.5K0.00%−499−3.3%Reduced
CSS LLC12,209$109.9K0.00%00.0%Unchanged
UBS Group AG5,410$48.7K0.00%00.0%Unchanged
Barclays PLC4,671$42.0K0.00%+13+0.3%Added
Morgan Stanley1,617$14.6K0.00%−210−11.5%Reduced
Vanguard Global Advisers, LLC1,279$11.5K0.00%00.0%Unchanged
Daytona Street Capital LLC768$6.83K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)528$4.75K0.00%−10−1.9%Reduced
Vision Financial Markets LLC201$1.82K0.00%+2+1.0%Added
IFG Advisory, LLC129$1.16K0.00%+129New
Westside Investment Management, Inc.125$1.13K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.76$6890.00%+76New
SRS Capital Advisors, Inc.71$6390.00%+46+184.0%Added
Newbridge Financial Services Group, Inc.67$6030.00%00.0%Unchanged
Clearstead Advisors, LLC64$5760.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.28$2520.00%00.0%Unchanged
CWM Advisors, LLC21$1850.00%+1+5.0%Added
JPMorgan Chase & Co17$1570.00%00.0%Unchanged
BNP Paribas Arbitrage, SA17$1530.00%00.0%Unchanged
Wells Fargo & Company1$50.00%+1Added
Covestor Ltd50$00.00%00.0%Unchanged
Northern Trust Corp0$00.00%−18,812−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−350−100.0%Sold out
MAI Capital Management0$00.00%−179−100.0%Sold out
Advisory Services Network, LLC0$00.00%−75−100.0%Sold out
Magnolia Wealth Management, LLC0$00.00%−20−100.0%Sold out
Sunbelt Securities, Inc.––––Not filed