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 2023
Institutional positions in Bluerock Homes Trust, Inc. as of Dec 31, 2023. 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
- 43
- +2 vs. Q3 2023
- Shares held
- 962.6K
- −45.1K (−4.5%) vs. Q3 2023
- Total value
- $13.5M
- +$452.9K (+3.5%) vs. Q3 2023
- New holders
- 7
- 7 more added
- Sold out
- 5
- 12 more reduced
Compare with Q3 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 36 | $10.1M |
| Q1 2026 | 39 | $12.6M |
| Q4 2025 | 40 | $11.9M |
| Q3 2025 | 36 | $12.7M |
| Q2 2025 | 39 | $13.1M |
| Q1 2025 | 39 | $11.8M |
| Q4 2024 | 45 | $13.9M |
| Q3 2024 | 41 | $15.2M |
| Q2 2024 | 43 | $17.6M |
| Q1 2024 | 41 | $16.4M |
| Q4 2023 | 43 | $13.5M |
| Q3 2023 | 41 | $13.0M |
| Q2 2023 | 52 | $19.5M |
| Q1 2023 | 64 | $29.6M |
| Q4 2022 | 73 | $34.6M |
| Q3 2022 | 4 | $326.0K |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 232,071 | $3.25M | 0.38% | 00.0% | Unchanged |
| Vanguard Group Inc | 170,503 | $2.39M | 0.00% | +503+0.3% | Added |
| Millennium Management LLC | 97,041 | $1.36M | 0.00% | −22,761−19.0% | Reduced |
| Tudor Investment Corp Et Al | 66,873 | $935.6K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 57,954 | $810.8K | 0.05% | 00.0% | Unchanged |
| BlackRock Inc. | 52,560 | $735.3K | 0.00% | −92−0.2% | Reduced |
| Dimensional Fund Advisors LP | 44,063 | $616.4K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 37,169 | $520.0K | 0.04% | +37,169 | New |
| Geode Capital Management, LLC | 32,669 | $457.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,691 | $457.0K | 0.00% | +15,264+87.6% | Added |
| CSS LLC | 25,301 | $354.0K | 0.03% | −2,006−7.3% | Reduced |
| Trium Capital LLP | 23,657 | $331.0K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 19,121 | $267.5K | 0.00% | +7,849+69.6% | Added |
| Renaissance Technologies LLC | 18,600 | $260.0K | 0.00% | +18,600 | New |
| State Street Corp | 13,963 | $209.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,540 | $175.4K | 0.00% | +12,540 | New |
| Morgan Stanley | 8,993 | $125.8K | 0.00% | −342−3.7% | Reduced |
| Barclays PLC | 4,900 | $68.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,128 | $43.8K | 0.00% | −3,082−49.6% | Reduced |
| Bank of America Corp | 2,647 | $37.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,113 | $29.6K | 0.00% | −763−26.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,127 | $15.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,100 | $15.4K | 0.01% | −150−12.0% | Reduced |
| Wells Fargo & Company | 382 | $5.34K | 0.00% | +41+12.0% | Added |
| Advisory Services Network, LLC | 225 | $3.15K | 0.00% | +225 | New |
| Rhumbline Advisers | 157 | $2.20K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $1.75K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 123 | $1.72K | 0.00% | +123 | New |
| Tower Research Capital LLC (TRC) | 99 | $1.39K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 96 | $1.34K | 0.00% | −357−78.8% | Reduced |
| Coppell Advisory Solutions LLC | 86 | $1.16K | 0.00% | −993−92.0% | Reduced |
| Beacon Capital Management, LLC | 84 | $1.08K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 37 | $1.00K | 0.00% | +33+825.0% | Added |
| Covestor Ltd | 41 | $1.00K | 0.00% | +7+20.6% | Added |
| SRS Capital Advisors, Inc. | 71 | $994 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $896 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $532 | 0.00% | −34−47.2% | Reduced |
| Citigroup Inc | 31 | $434 | 0.00% | −4−11.4% | Reduced |
| Qube Research & Technologies Ltd | 30 | $420 | 0.00% | −457−93.8% | Reduced |
| Focused Wealth Management, Inc | 30 | $420 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23 | $322 | 0.00% | +3+15.0% | Added |
| Valued Wealth Advisors LLC | 24 | $311 | 0.00% | +24 | New |
| GAMMA Investing LLC | 5 | $68 | 0.00% | +5 | New |
| Water Island Capital LLC | 0 | $0 | 0.00% | −38,628−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −36,022−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −16,931−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,209−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |