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 2025
Institutional positions in Bluerock Homes Trust, Inc. as of Jun 30, 2025. 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
- 39
- 0 vs. Q1 2025
- Shares held
- 1.05M
- +10.4K (+1.0%) vs. Q1 2025
- Total value
- $13.1M
- +$1.33M (+11.2%) vs. Q1 2025
- New holders
- 2
- 13 more added
- Sold out
- 2
- 13 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 228,282 | $2.86M | 0.25% | +1,211+0.5% | Added |
| Vanguard Group Inc | 170,402 | $2.13M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 102,618 | $1.28M | 0.00% | +3,174+3.2% | Added |
| Arkadios Wealth Advisors | 89,904 | $1.13M | 0.03% | +4,727+5.5% | Added |
| Tudor Investment Corp Et Al | 66,761 | $835.8K | 0.01% | −112−0.2% | Reduced |
| Millennium Management LLC | 66,645 | $834.4K | 0.00% | +1,558+2.4% | Added |
| RBF Capital, LLC | 57,954 | $725.6K | 0.04% | 00.0% | Unchanged |
| BlackRock, Inc. | 51,479 | $644.5K | 0.00% | −196−0.4% | Reduced |
| Dimensional Fund Advisors LP | 42,800 | $535.8K | 0.00% | −150.0% | Reduced |
| Geode Capital Management, LLC | 39,222 | $491.2K | 0.00% | −162−0.4% | Reduced |
| Trium Capital LLP | 27,377 | $342.8K | 0.09% | +3,720+15.7% | Added |
| Northern Trust Corp | 22,399 | $280.4K | 0.00% | +24+0.1% | Added |
| Renaissance Technologies LLC | 16,000 | $200.3K | 0.00% | −400−2.4% | Reduced |
| State Street Corp | 15,082 | $190.7K | 0.00% | −100−0.7% | Reduced |
| CSS LLC | 12,209 | $152.9K | 0.01% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 11,236 | $140.7K | 0.12% | +66+0.6% | Added |
| Sunbelt Securities, Inc. | 5,309 | $70.4K | 0.01% | +129+2.5% | Added |
| UBS Group AG | 5,415 | $67.8K | 0.00% | −2,597−32.4% | Reduced |
| Morgan Stanley | 5,373 | $67.3K | 0.00% | +10.0% | Added |
| Barclays PLC | 4,900 | $61.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,526 | $31.6K | 0.00% | −41−1.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,127 | $14.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 299 | $3.74K | 0.00% | −116−28.0% | Reduced |
| Vision Financial Markets LLC | 193 | $2.40K | 0.00% | +3+1.6% | Added |
| MAI Capital Management | 179 | $2.24K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 131 | $1.65K | 0.00% | −117−47.2% | Reduced |
| Westside Investment Management, Inc. | 125 | $1.56K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 110 | $1.38K | 0.00% | −70−38.9% | Reduced |
| Beacon Capital Management, LLC | 85 | $1.06K | 0.00% | +1+1.2% | Added |
| Covestor Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $889 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $802 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 62 | $776 | 0.00% | +62 | New |
| Transce3nd, LLC | 46 | $576 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 27 | $338 | 0.00% | +27 | New |
| JPMorgan Chase & Co | 24 | $250 | 0.00% | +1+4.3% | Added |
| BNP Paribas Arbitrage, SA | 18 | $225 | 0.00% | +1+5.9% | Added |
| Principal Securities, Inc. | 12 | $150 | 0.00% | −117−90.7% | Reduced |
| Wells Fargo & Company | 0 | $5 | 0.00% | −83−100.0% | Reduced |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −25−100.0% | Sold out |