Bluerock Homes Trust, Inc.

BHM

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001903382

SEC filings (opens in a new tab)

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.

Q1 2023 vs. Q4 2022

How the institutions holding Bluerock Homes Trust, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023 All holders in Q4 2022

13F holders of BHM: Q4 2022 compared with Q1 2023
Measure	Q4 2022	Q1 2023	Change
Holders	73	64	−9
Shares	1.62M	1.49M	−129.6K (−8.0%)
Value	$34.6M	$29.6M	−$5.01M (−14.5%)

New holders (6)

Institutions that held Bluerock Homes Trust, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to BHM in Q1 2023
Institution	Shares	Value	% of portfolio
Panagora Asset Management Inc	18,302	$362.7K	0.00%
Carmel Capital Partners, LLC	3,771	$74.7K	0.04%
Sunbelt Securities, Inc.	2,103	$40.2K	0.01%
Kalos Management, Inc.	52	$1.03K	0.00%
Russell Investments Group, Ltd.	2	$40	0.00%
Bellwether Advisors, LLC	2	$39	0.00%

Sold out (15)

Institutions that held Bluerock Homes Trust, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of BHM in Q1 2023
Institution	Shares, Q4 2022	Value, Q4 2022
Westchester Capital Management, LLC	23,629	$503.5K
Nomura Holdings Inc	19,857	$435.0K
Healthcare of Ontario Pension Plan Trust Fund	18,125	$386.2K
Cetera Advisor Networks LLC	13,852	$295.2K
Citadel Advisors LLC	13,375	$285.0K
State of Alaska, Department of Revenue	1,884	$39.0K
IFP Advisors, Inc	1,284	$34.0K
Coppell Advisory Solutions LLC	1,079	$23.0K
Coppell Advisory Solutions Corp.	1,079	$23.0K
Shell Asset Management Co	336	$7.00K
Assetmark, Inc	70	$1.49K
US Bancorp	66	$1.41K
EWG Elevate Inc.	62	$1.32K
Quadrant Capital Group LLC	37	$788
Rockefeller Capital Management L.P.	30	$0