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, Q2 2024
Institutional positions in Bluerock Homes Trust, Inc. as of Jun 30, 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
- 43
- +2 vs. Q1 2024
- Shares held
- 1.00M
- +39.5K (+4.1%) vs. Q1 2024
- Total value
- $17.6M
- +$1.20M (+7.3%) vs. Q1 2024
- New holders
- 5
- 9 more added
- Sold out
- 3
- 10 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 232,071 | $4.06M | 0.47% | 00.0% | Unchanged |
| Vanguard Group Inc | 170,503 | $2.98M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 95,499 | $1.67M | 0.01% | +41,821+77.9% | Added |
| Millennium Management LLC | 85,314 | $1.49M | 0.00% | −7,409−8.0% | Reduced |
| Tudor Investment Corp Et Al | 66,873 | $1.17M | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 57,954 | $1.01M | 0.06% | 00.0% | Unchanged |
| BlackRock Inc. | 51,902 | $908.3K | 0.00% | +534+1.0% | Added |
| Arkadios Wealth Advisors | 44,360 | $776.3K | 0.05% | +2,576+6.2% | Added |
| Dimensional Fund Advisors LP | 43,100 | $754.2K | 0.00% | −215−0.5% | Reduced |
| Geode Capital Management, LLC | 36,406 | $637.3K | 0.00% | +2,538+7.5% | Added |
| Trium Capital LLP | 23,657 | $414.0K | 0.15% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,800 | $311.5K | 0.00% | +400+2.3% | Added |
| Northern Trust Corp | 16,987 | $297.3K | 0.00% | −929−5.2% | Reduced |
| Navis Wealth Advisors, LLC | 16,032 | $280.6K | 0.32% | +3,500+27.9% | Added |
| State Street Corp | 13,963 | $244.4K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 12,237 | $214.1K | 0.02% | −1,606−11.6% | Reduced |
| Morgan Stanley | 5,606 | $98.1K | 0.00% | −221−3.8% | Reduced |
| Barclays PLC | 4,900 | $85.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,566 | $44.9K | 0.00% | −80−3.0% | Reduced |
| Sunbelt Securities, Inc. | 1,942 | $34.0K | 0.00% | −18−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,127 | $19.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 938 | $16.4K | 0.01% | −174−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 850 | $14.9K | 0.00% | −1,039−55.0% | Reduced |
| Wells Fargo & Company | 440 | $7.71K | 0.00% | +57+14.9% | Added |
| IFP Advisors, Inc | 187 | $3.27K | 0.00% | +187 | New |
| Creekmur Asset Management LLC | 176 | $3.08K | 0.00% | +176 | New |
| Rhumbline Advisers | 157 | $2.75K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 129 | $2.26K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $2.19K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $1.73K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 98 | $1.72K | 0.00% | −400−80.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 93 | $1.62K | 0.00% | +93 | New |
| Larson Financial Group LLC | 90 | $1.57K | 0.00% | +90 | New |
| Beacon Capital Management, LLC | 84 | $1.47K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $1.24K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 86 | $1.16K | 0.00% | +86 | New |
| JPMorgan Chase & Co | 65 | $1.13K | 0.00% | +41+170.8% | Added |
| Clearstead Advisors, LLC | 64 | $1.12K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 52 | $1.00K | 0.00% | +13+33.3% | Added |
| Covestor Ltd | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $980 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $709 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 18 | $315 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |