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, Q1 2024
Institutional positions in Bluerock Homes Trust, Inc. as of Mar 31, 2024. 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
- 41
- −1 vs. Q4 2023
- Shares held
- 965.2K
- +2.75K (+0.3%) vs. Q4 2023
- Total value
- $16.4M
- +$2.90M (+21.5%) vs. Q4 2023
- New holders
- 4
- 9 more added
- Sold out
- 5
- 11 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 5 | $85 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18 | $305 | 0.00% | −13−41.9% | Reduced |
| JPMorgan Chase & Co | 24 | $407 | 0.00% | +1+4.3% | Added |
| EverSource Wealth Advisors, LLC | 38 | $640 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $971 | 0.00% | +56 | New |
| Royal Bank of Canada | 39 | $1.00K | 0.00% | +2+5.4% | Added |
| Covestor Ltd | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $1.11K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $1.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 84 | $1.43K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $1.68K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 106 | $1.80K | 0.00% | +106 | New |
| Westside Investment Management, Inc. | 125 | $2.12K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 129 | $2.19K | 0.00% | +6+4.9% | Added |
| Rhumbline Advisers | 157 | $2.66K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 375 | $6.33K | 0.00% | +375 | New |
| Wells Fargo & Company | 383 | $6.50K | 0.00% | +1+0.3% | Added |
| UBS Group AG | 498 | $8.45K | 0.00% | +402+418.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,112 | $18.9K | 0.01% | +12+1.1% | Added |
| Nisa Investment Advisors, LLC | 1,127 | $19.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,889 | $32.1K | 0.00% | −1,239−39.6% | Reduced |
| Sunbelt Securities, Inc. | 1,960 | $33.3K | 0.00% | −153−7.2% | Reduced |
| Bank of America Corp | 2,646 | $44.9K | 0.00% | −10.0% | Reduced |
| Barclays PLC | 4,900 | $83.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,827 | $98.9K | 0.00% | −3,166−35.2% | Reduced |
| Navis Wealth Advisors, LLC | 12,532 | $212.7K | 0.26% | +12,532 | New |
| CSS LLC | 13,843 | $234.9K | 0.02% | −11,458−45.3% | Reduced |
| State Street Corp | 13,963 | $237.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,400 | $295.0K | 0.00% | −1,200−6.5% | Reduced |
| Northern Trust Corp | 17,916 | $304.0K | 0.00% | −1,205−6.3% | Reduced |
| Trium Capital LLP | 23,657 | $401.0K | 0.15% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 33,868 | $574.9K | 0.00% | +1,199+3.7% | Added |
| Arkadios Wealth Advisors | 41,784 | $709.1K | 0.05% | +4,615+12.4% | Added |
| Dimensional Fund Advisors LP | 43,315 | $735.1K | 0.00% | −748−1.7% | Reduced |
| BlackRock Inc. | 51,368 | $871.7K | 0.00% | −1,192−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 53,678 | $911.0K | 0.00% | +20,987+64.2% | Added |
| RBF Capital, LLC | 57,954 | $983.5K | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 66,873 | $1.13M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 92,723 | $1.57M | 0.00% | −4,318−4.4% | Reduced |
| Vanguard Group Inc | 170,503 | $2.89M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 232,071 | $3.94M | 0.45% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,540−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |