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 2025
Institutional positions in Bluerock Homes Trust, Inc. as of Dec 31, 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
- 40
- +4 vs. Q3 2025
- Shares held
- 1.11M
- +49.8K (+4.7%) vs. Q3 2025
- Total value
- $11.9M
- −$792.3K (−6.3%) vs. Q3 2025
- New holders
- 6
- 9 more added
- Sold out
- 2
- 11 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $9 | 0.00% | +1 | Added |
| JPMorgan Chase & Co | 17 | $177 | 0.00% | −7−29.2% | Reduced |
| BNP Paribas Arbitrage, SA | 17 | $181 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 20 | $215 | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 62 | $662 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 64 | $683 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 67 | $715 | 0.00% | −43−39.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 70 | $747 | 0.00% | +70 | New |
| SRS Capital Advisors, Inc. | 71 | $758 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 74 | $800 | 0.00% | −58−43.9% | Reduced |
| Covestor Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $1.33K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 179 | $1.91K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 196 | $2.09K | 0.00% | +2+1.0% | Added |
| Tower Research Capital LLC (TRC) | 274 | $2.92K | 0.00% | −33−10.7% | Reduced |
| Nisa Investment Advisors, LLC | 525 | $5.67K | 0.00% | −602−53.4% | Reduced |
| Daytona Street Capital LLC | 768 | $8.20K | 0.01% | +768 | New |
| Bank of America Corp | 2,388 | $25.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,243 | $34.6K | 0.00% | +3,243 | New |
| Sunbelt Securities, Inc. | 4,315 | $46.0K | 0.00% | +17+0.4% | Added |
| Barclays PLC | 4,658 | $49.7K | 0.00% | −4−0.1% | Reduced |
| Morgan Stanley | 5,461 | $58.3K | 0.00% | +87+1.6% | Added |
| UBS Group AG | 5,649 | $60.3K | 0.00% | +224+4.1% | Added |
| CSS LLC | 12,209 | $130.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 14,000 | $149.4K | 0.03% | +14,000 | New |
| Renaissance Technologies LLC | 14,900 | $159.0K | 0.00% | −1,300−8.0% | Reduced |
| State Street Corp | 14,882 | $160.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 18,918 | $201.9K | 0.00% | −111−0.6% | Reduced |
| Dearborn Partners LLC | 14,053 | $210.8K | 0.01% | +14,053 | New |
| Trium Capital LLP | 23,657 | $252.4K | 0.20% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 38,768 | $413.8K | 0.00% | +1,817+4.9% | Added |
| Dimensional Fund Advisors LP | 42,418 | $452.7K | 0.00% | −70.0% | Reduced |
| BlackRock, Inc. | 52,049 | $555.4K | 0.00% | +342+0.7% | Added |
| RBF Capital, LLC | 57,954 | $618.4K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 66,761 | $712.3K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 78,142 | $833.8K | 0.00% | +11,523+17.3% | Added |
| Arkadios Wealth Advisors | 113,095 | $1.21M | 0.02% | −581−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 119,790 | $1.28M | 0.00% | +8,592+7.7% | Added |
| Vanguard Group Inc | 168,239 | $1.80M | 0.00% | −2,163−1.3% | Reduced |
| Quinn Opportunity Partners LLC | 228,282 | $2.44M | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |