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, Q1 2026
Institutional positions in Bluerock Homes Trust, Inc. as of Mar 31, 2026. 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. Q4 2025
- Shares held
- 1.10M
- +166.1K (+17.7%) vs. Q4 2025
- Total value
- $12.6M
- +$2.55M (+25.3%) vs. Q4 2025
- New holders
- 5
- 8 more added
- Sold out
- 5
- 10 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bluerock Homes Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $4 | 0.00% | −1−100.0% | Reduced |
| BNP Paribas Arbitrage, SA | 17 | $193 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 17 | $193 | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 20 | $227 | 0.00% | +20 | New |
| CWM Advisors, LLC | 20 | $231 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 28 | $318 | 0.00% | −42−60.0% | Reduced |
| Clearstead Advisors, LLC | 64 | $728 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 67 | $761 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $807 | 0.00% | −46−64.8% | Reduced |
| Advisory Services Network, LLC | 75 | $852 | 0.00% | +75 | New |
| Covestor Ltd | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 125 | $1.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 179 | $2.03K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 199 | $2.25K | 0.00% | +3+1.5% | Added |
| Nisa Investment Advisors, LLC | 350 | $4.02K | 0.00% | −175−33.3% | Reduced |
| Tower Research Capital LLC (TRC) | 538 | $6.11K | 0.00% | +264+96.4% | Added |
| Daytona Street Capital LLC | 768 | $8.84K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,279 | $14.5K | 0.00% | +1,279 | New |
| Morgan Stanley | 1,827 | $20.8K | 0.00% | −3,634−66.5% | Reduced |
| Sunbelt Securities, Inc. | 3,124 | $35.5K | 0.00% | −1,191−27.6% | Reduced |
| Barclays PLC | 4,658 | $52.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,410 | $61.5K | 0.00% | −239−4.2% | Reduced |
| CSS LLC | 12,209 | $138.7K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 14,999 | $170.4K | 0.00% | +99+0.7% | Added |
| State Street Corp | 14,882 | $170.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 17,386 | $197.5K | 0.03% | +3,386+24.2% | Added |
| Northern Trust Corp | 18,812 | $213.7K | 0.00% | −106−0.6% | Reduced |
| Vanguard Fiduciary Trust Co | 19,544 | $222.0K | 0.00% | +19,544 | New |
| Dearborn Partners LLC | 14,053 | $233.4K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 40,422 | $459.3K | 0.00% | +1,654+4.3% | Added |
| Dimensional Fund Advisors LP | 40,792 | $463.4K | 0.00% | −1,626−3.8% | Reduced |
| BlackRock, Inc. | 52,790 | $599.7K | 0.00% | +741+1.4% | Added |
| RBF Capital, LLC | 57,954 | $658.4K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 66,761 | $758.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 88,104 | $1.00M | 0.00% | +9,962+12.7% | Added |
| Arkadios Wealth Advisors | 109,651 | $1.25M | 0.02% | −3,444−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 141,989 | $1.61M | 0.00% | +22,199+18.5% | Added |
| Vanguard Capital Management LLC | 146,774 | $1.67M | 0.00% | +146,774 | New |
| Quinn Opportunity Partners LLC | 228,282 | $2.59M | 0.14% | 00.0% | Unchanged |
| Trium Capital LLP | 0 | $0 | 0.00% | −23,657−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |