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, Q4 2024
Institutional positions in Bluerock Homes Trust, Inc. as of Dec 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
- 45
- +4 vs. Q3 2024
- Shares held
- 1.05M
- +8.72K (+0.8%) vs. Q3 2024
- Total value
- $13.9M
- −$1.29M (−8.5%) vs. Q3 2024
- New holders
- 7
- 7 more added
- Sold out
- 3
- 12 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 227,071 | $3.01M | 0.22% | −5,000−2.2% | Reduced |
| Vanguard Group Inc | 170,402 | $2.26M | 0.00% | −101−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 120,819 | $1.60M | 0.01% | +1,969+1.7% | Added |
| Millennium Management LLC | 70,750 | $938.9K | 0.00% | −1,791−2.5% | Reduced |
| Tudor Investment Corp Et Al | 66,873 | $887.4K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 66,282 | $879.6K | 0.05% | +12,420+23.1% | Added |
| RBF Capital, LLC | 57,954 | $769.0K | 0.04% | 00.0% | Unchanged |
| BlackRock, Inc. | 52,212 | $692.9K | 0.00% | −20.0% | Reduced |
| Dimensional Fund Advisors LP | 42,940 | $569.8K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 37,856 | $502.5K | 0.00% | −179−0.5% | Reduced |
| Trium Capital LLP | 23,657 | $314.0K | 0.24% | 00.0% | Unchanged |
| Northern Trust Corp | 23,185 | $307.7K | 0.00% | +6,414+38.2% | Added |
| Renaissance Technologies LLC | 16,782 | $222.7K | 0.00% | −1,018−5.7% | Reduced |
| State Street Corp | 15,257 | $202.5K | 0.00% | +1,294+9.3% | Added |
| CSS LLC | 12,209 | $162.0K | 0.01% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 11,170 | $148.2K | 0.16% | +11,170 | New |
| UBS Group AG | 6,565 | $87.1K | 0.00% | +6,467+6,599.0% | Added |
| Morgan Stanley | 5,373 | $71.3K | 0.00% | −227−4.1% | Reduced |
| Sunbelt Securities, Inc. | 5,309 | $70.2K | 0.01% | −720−11.9% | Reduced |
| Barclays PLC | 4,900 | $65.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,566 | $34.1K | 0.00% | −4−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,127 | $15.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 948 | $12.6K | 0.00% | +948 | New |
| Advisor Group Holdings, Inc. | 461 | $6.12K | 0.00% | −115−20.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 380 | $5.04K | 0.00% | −486−56.1% | Reduced |
| Wells Fargo & Company | 316 | $4.19K | 0.00% | +1+0.3% | Added |
| Vision Financial Markets LLC | 190 | $2.52K | 0.00% | +190 | New |
| IFP Advisors, Inc | 187 | $2.48K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 179 | $2.38K | 0.00% | +179 | New |
| Creekmur Asset Management LLC | 176 | $2.34K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 129 | $1.71K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $1.66K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $1.66K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $1.31K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 86 | $1.16K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 84 | $1.11K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 96 | $1.08K | 0.00% | +96 | New |
| Legacy Wealth Managment, LLC | 96 | $1.08K | 0.00% | +96 | New |
| Covestor Ltd | 50 | $1.00K | 0.00% | +9+22.0% | Added |
| SRS Capital Advisors, Inc. | 71 | $943 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $850 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $504 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 24 | $318 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17 | $226 | 0.00% | +17 | New |
| Citigroup Inc | 1 | $13 | 0.00% | −17−94.4% | Reduced |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −22,589−100.0% | Sold out |