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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $13 | 0.00% | −17−94.4% | Reduced |
| BNP Paribas Arbitrage, SA | 17 | $226 | 0.00% | +17 | New |
| JPMorgan Chase & Co | 24 | $318 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $504 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $850 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $943 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 50 | $1.00K | 0.00% | +9+22.0% | Added |
| Legacy Investment Solutions, LLC | 96 | $1.08K | 0.00% | +96 | New |
| Legacy Wealth Managment, LLC | 96 | $1.08K | 0.00% | +96 | New |
| Beacon Capital Management, LLC | 84 | $1.11K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 86 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 99 | $1.31K | 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 |
| Principal Securities, Inc. | 129 | $1.71K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 176 | $2.34K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 179 | $2.38K | 0.00% | +179 | New |
| IFP Advisors, Inc | 187 | $2.48K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 190 | $2.52K | 0.00% | +190 | New |
| Wells Fargo & Company | 316 | $4.19K | 0.00% | +1+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 380 | $5.04K | 0.00% | −486−56.1% | Reduced |
| Advisor Group Holdings, Inc. | 461 | $6.12K | 0.00% | −115−20.0% | Reduced |
| Transce3nd, LLC | 948 | $12.6K | 0.00% | +948 | New |
| Nisa Investment Advisors, LLC | 1,127 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,566 | $34.1K | 0.00% | −4−0.2% | Reduced |
| Barclays PLC | 4,900 | $65.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5,309 | $70.2K | 0.01% | −720−11.9% | Reduced |
| Morgan Stanley | 5,373 | $71.3K | 0.00% | −227−4.1% | Reduced |
| UBS Group AG | 6,565 | $87.1K | 0.00% | +6,467+6,599.0% | Added |
| Navis Wealth Advisors, LLC | 11,170 | $148.2K | 0.16% | +11,170 | New |
| CSS LLC | 12,209 | $162.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 15,257 | $202.5K | 0.00% | +1,294+9.3% | Added |
| Renaissance Technologies LLC | 16,782 | $222.7K | 0.00% | −1,018−5.7% | Reduced |
| Northern Trust Corp | 23,185 | $307.7K | 0.00% | +6,414+38.2% | Added |
| Trium Capital LLP | 23,657 | $314.0K | 0.24% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 37,856 | $502.5K | 0.00% | −179−0.5% | Reduced |
| Dimensional Fund Advisors LP | 42,940 | $569.8K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 52,212 | $692.9K | 0.00% | −20.0% | Reduced |
| RBF Capital, LLC | 57,954 | $769.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 66,282 | $879.6K | 0.05% | +12,420+23.1% | Added |
| Tudor Investment Corp Et Al | 66,873 | $887.4K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 70,750 | $938.9K | 0.00% | −1,791−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 120,819 | $1.60M | 0.01% | +1,969+1.7% | Added |
| Vanguard Group Inc | 170,402 | $2.26M | 0.00% | −101−0.1% | Reduced |
| Quinn Opportunity Partners LLC | 227,071 | $3.01M | 0.22% | −5,000−2.2% | 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 |