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 |
|---|---|---|---|---|---|
| Citigroup Inc | 18 | $315 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $709 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 56 | $980 | 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 |
| Clearstead Advisors, LLC | 64 | $1.12K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 65 | $1.13K | 0.00% | +41+170.8% | Added |
| Coppell Advisory Solutions LLC | 86 | $1.16K | 0.00% | +86 | New |
| SRS Capital Advisors, Inc. | 71 | $1.24K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 84 | $1.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 90 | $1.57K | 0.00% | +90 | New |
| Mirae Asset Global Investments Co., Ltd. | 93 | $1.62K | 0.00% | +93 | New |
| UBS Group AG | 98 | $1.72K | 0.00% | −400−80.3% | Reduced |
| Tower Research Capital LLC (TRC) | 99 | $1.73K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $2.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 129 | $2.26K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 157 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 176 | $3.08K | 0.00% | +176 | New |
| IFP Advisors, Inc | 187 | $3.27K | 0.00% | +187 | New |
| Wells Fargo & Company | 440 | $7.71K | 0.00% | +57+14.9% | Added |
| Advisor Group Holdings, Inc. | 850 | $14.9K | 0.00% | −1,039−55.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 938 | $16.4K | 0.01% | −174−15.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,127 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,942 | $34.0K | 0.00% | −18−0.9% | Reduced |
| Bank of America Corp | 2,566 | $44.9K | 0.00% | −80−3.0% | Reduced |
| Barclays PLC | 4,900 | $85.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,606 | $98.1K | 0.00% | −221−3.8% | Reduced |
| CSS LLC | 12,237 | $214.1K | 0.02% | −1,606−11.6% | Reduced |
| State Street Corp | 13,963 | $244.4K | 0.00% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 16,032 | $280.6K | 0.32% | +3,500+27.9% | Added |
| Northern Trust Corp | 16,987 | $297.3K | 0.00% | −929−5.2% | Reduced |
| Renaissance Technologies LLC | 17,800 | $311.5K | 0.00% | +400+2.3% | Added |
| Trium Capital LLP | 23,657 | $414.0K | 0.15% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 36,406 | $637.3K | 0.00% | +2,538+7.5% | Added |
| Dimensional Fund Advisors LP | 43,100 | $754.2K | 0.00% | −215−0.5% | Reduced |
| Arkadios Wealth Advisors | 44,360 | $776.3K | 0.05% | +2,576+6.2% | Added |
| BlackRock Inc. | 51,902 | $908.3K | 0.00% | +534+1.0% | Added |
| RBF Capital, LLC | 57,954 | $1.01M | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 66,873 | $1.17M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 85,314 | $1.49M | 0.00% | −7,409−8.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 95,499 | $1.67M | 0.01% | +41,821+77.9% | Added |
| Vanguard Group Inc | 170,503 | $2.98M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 232,071 | $4.06M | 0.47% | 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 |