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