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, Q3 2024
Institutional positions in Bluerock Homes Trust, Inc. as of Sep 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
- 41
- −1 vs. Q2 2024
- Shares held
- 1.04M
- +83.6K (+8.8%) vs. Q2 2024
- Total value
- $15.2M
- −$1.52M (−9.1%) vs. Q2 2024
- New holders
- 4
- 5 more added
- Sold out
- 5
- 9 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 18 | $269 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24 | $359 | 0.00% | −41−63.1% | Reduced |
| EverSource Wealth Advisors, LLC | 38 | $568 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $957 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $1.06K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 86 | $1.16K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 84 | $1.26K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 93 | $1.37K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 98 | $1.47K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $1.48K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $1.87K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $1.87K | 0.00% | +125 | New |
| Principal Securities, Inc. | 129 | $1.93K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 176 | $2.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $2.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 209 | $3.13K | 0.00% | +209 | New |
| Wells Fargo & Company | 315 | $4.72K | 0.00% | −125−28.4% | Reduced |
| Advisor Group Holdings, Inc. | 576 | $8.61K | 0.00% | −274−32.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 866 | $12.9K | 0.00% | −72−7.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,127 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,570 | $38.4K | 0.00% | +4+0.2% | Added |
| Barclays PLC | 4,900 | $73.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,600 | $83.7K | 0.00% | −6−0.1% | Reduced |
| Sunbelt Securities, Inc. | 6,029 | $90.1K | 0.01% | +4,087+210.5% | Added |
| CSS LLC | 12,209 | $182.5K | 0.01% | −28−0.2% | Reduced |
| State Street Corp | 13,963 | $208.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 16,771 | $250.7K | 0.00% | −216−1.3% | Reduced |
| Renaissance Technologies LLC | 17,800 | $266.1K | 0.00% | 00.0% | Unchanged |
| Trium Capital LLP | 23,657 | $354.0K | 0.16% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 38,035 | $568.8K | 0.00% | +1,629+4.5% | Added |
| Dimensional Fund Advisors LP | 42,940 | $641.9K | 0.00% | −160−0.4% | Reduced |
| BlackRock, Inc. | 52,214 | $780.6K | 0.00% | +52,214 | New |
| Arkadios Wealth Advisors | 53,862 | $805.2K | 0.05% | +9,502+21.4% | Added |
| RBF Capital, LLC | 57,954 | $866.4K | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 66,873 | $999.8K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 72,541 | $1.08M | 0.00% | −12,773−15.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 118,850 | $1.78M | 0.01% | +23,351+24.5% | Added |
| Vanguard Group Inc | 170,503 | $2.55M | 0.00% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 232,071 | $3.47M | 0.35% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,589 | – | – | +22,589 | New |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,032−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |