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.
Q1 2024 vs. Q4 2023
How the institutions holding Bluerock Homes Trust, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 43 | 1 | 41 | −1 |
| Shares | 962.6K | 86 | 965.2K | +2.75K (+0.3%) |
| Value | $13.5M | $1.16K | $16.4M | +$2.90M (+21.5%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Bluerock Homes Trust, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Navis Wealth Advisors, LLC | 12,532 | $212.7K | 0.26% |
| CIBC Private Wealth Group, LLC | 375 | $6.33K | 0.00% |
| Gen-Wealth Partners Inc | 106 | $1.80K | 0.00% |
| Continuum Advisory, LLC | 56 | $971 | 0.00% |
Sold out (5)
Institutions that held Bluerock Homes Trust, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Citadel Advisors LLC | 12,540 | $175.4K |
| Advisory Services Network, LLC | 225 | $3.15K |
| Focused Wealth Management, Inc | 30 | $420 |
| Qube Research & Technologies Ltd | 30 | $420 |
| Valued Wealth Advisors LLC | 24 | $311 |
Not filed for Q1 2024 yet (1)
Institutions that held Bluerock Homes Trust, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Coppell Advisory Solutions LLC | 86 | $1.16K |