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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, Q4 2022

Institutional positions in Bluerock Homes Trust, Inc. as of Dec 31, 2022. 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
73
+69 vs. Q3 2022
Shares held
1.62M
+1.61M (+10,083.2%) vs. Q3 2022
Total value
$34.6M
+$34.2M (+10,505.5%) vs. Q3 2022
New holders
70
2 more added
Sold out
1
0 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 73 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 heldQ4 2022: $34.6M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q3 2022.

Institutions holding BHM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Quinn Opportunity Partners LLC319,398$6.81M0.85%+319,398New
BlackRock Inc.259,340$5.53M0.00%+259,340New
Vanguard Group Inc178,404$3.80M0.00%+178,404New
Millennium Management LLC96,127$2.05M0.00%+96,127New
State Street Corp65,150$1.39M0.00%+65,150New
Geode Capital Management, LLC62,102$1.32M0.00%+62,102New
Goldman Sachs Group Inc55,940$1.19M0.00%+55,940New
Verition Fund Management LLC52,586$1.12M0.02%+52,586New
Tudor Investment Corp Et Al50,773$1.08M0.03%+50,773New
Balyasny Asset Management LLC46,993$1.00M0.00%+46,993New
Dimensional Fund Advisors LP43,517$928.0K0.00%+43,517New
Water Island Capital LLC38,628$823.2K0.07%+38,628New
CSS LLC38,593$822.4K0.05%+38,593New
Northern Trust Corp34,685$739.1K0.00%+34,685New
Trium Capital LLP23,657$504.0K0.23%+23,657New
Westchester Capital Management, LLC23,629$503.5K0.01%+23,629New
Nomura Holdings Inc19,857$435.0K0.00%+19,857New
Cambridge Investment Research Advisors, Inc.20,268$432.0K0.00%+20,268New
Morgan Stanley19,275$410.8K0.00%+19,275New
Healthcare of Ontario Pension Plan Trust Fund18,125$386.2K0.00%+18,125New
Bard Associates Inc17,264$367.9K0.16%+17,264New
Bank of New York Mellon Corp16,363$348.7K0.00%+16,363New
Cetera Advisor Networks LLC13,852$295.2K0.00%+13,852New
Citadel Advisors LLC13,375$285.0K0.00%+13,375New
Acorn Financial Advisory Services Inc11,026$235.0K0.05%+11,026New
Equitec Proprietary Markets, LLC10,924$232.8K0.14%+6,089+125.9%Added
Charles Schwab Investment Management Inc10,129$215.8K0.00%+10,129New
Barclays PLC5,930$126.4K0.00%+5,930New
JPMorgan Chase & Co5,762$122.0K0.00%+5,762New
Asset Management One Co.,Ltd.5,470$118.2K0.00%+5,470New
Bank of America Corp5,168$110.1K0.00%+5,168New
Advisor Group Holdings, Inc.4,890$104.8K0.00%+4,890New
STRS Ohio3,813$81.0K0.00%+3,813New
Nomura Asset Management Co Ltd3,487$74.3K0.00%+3,487New
UBS Group AG3,361$71.6K0.00%+3,361New
New York State Common Retirement Fund2,916$62.1K0.00%+2,916New
State of Alaska, Department of Revenue1,884$39.0K0.00%+1,884New
American International Group, Inc.1,813$38.6K0.00%+1,813New
Deutsche Bank AG1,648$35.1K0.00%+1,648New
IFP Advisors, Inc1,284$34.0K0.00%+1,284New
California State Teachers Retirement System1,530$32.6K0.00%+1,530New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,522$32.1K0.00%+1,522New
FMR LLC1,166$24.8K0.00%+1,166New
Nisa Investment Advisors, LLC1,127$24.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC1,079$23.0K0.01%+1,079New
Coppell Advisory Solutions Corp.1,079$23.0K0.01%+1,079New
Newbridge Financial Services Group, Inc.1,019$21.7K0.01%+1,019New
Daiwa Securities Group Inc.960$20.0K0.00%+960New
Tower Research Capital LLC (TRC)579$12.0K0.00%+579New
Amalgamated Bank496$11.0K0.00%+496New
CWM, LLC477$10.0K0.00%+477New
Wells Fargo & Company458$9.76K0.00%+458New
Royal Bank of Canada424$9.00K0.00%+424New
Legal & General Group Plc402$8.58K0.00%+359+834.9%Added
Advisory Services Network, LLC350$7.46K0.00%+350New
Shell Asset Management Co336$7.00K0.00%+336New
Ameritas Investment Partners, Inc.268$5.88K0.00%+268New
Cedar Wealth Management, LLC164$3.50K0.00%+164New
Metropolitan Life Insurance Co118$2.52K0.00%+118New
Beacon Capital Management, LLC84$1.79K0.00%+84New
SRS Capital Advisors, Inc.71$1.51K0.00%+71New
Assetmark, Inc70$1.49K0.00%+70New
Accel Wealth Management67$1.43K0.00%+67New
US Bancorp66$1.41K0.00%+66New
EWG Elevate Inc.62$1.32K0.00%+62New
Citigroup Inc48$1.02K0.00%+48New
FNY Investment Advisers, LLC93$1.00K0.00%+93New
Signaturefd, LLC40$8520.00%+40New
Quadrant Capital Group LLC37$7880.00%+37New
Focused Wealth Management, Inc30$6390.00%+30New
TCI Wealth Advisors, Inc.23$4900.00%+23New
The PNC Financial Services Group, Inc.1$210.00%+1New
Rockefeller Capital Management L.P.30$00.00%+30New
Ursa Fund Management, LLC0$00.00%−9,920−100.0%Sold out