Bluerock Homes Trust, Inc. (BHM) Institutional Ownership

Ownership Summary

Bluerock Homes Trust, Inc. (NYSE:BHM) showed up in the 13F filings of 39 institutional investors as of December 2025.

• These investors collectively held 29.9% of Bluerock Homes Trust's outstanding shares in December 2025, up from 28.9% in September 2025.
• They increased total shares held in BHM by 3.43% quarter over quarter, and investors in Bluerock Homes Trust decreased 15.22% from a year ago.
• Of these 39 holders, 15 added to their stakes in Bluerock Homes Trust, 13 trimmed positions, and 11 made no changes.
• Altogether, these fund groups held 1.16Mn shares in BHM by December 2025, up by 38.56K shares quarter on quarter, and up 113.16K shares year over year.
• Quinn Opportunity Partners LLC is the top holder of Bluerock Homes Trust as of December 31, 2025, with 228.28K shares representing 5.86% of outstanding stock.
• Top purchasers of BHM stock for the quarter ending December 2025 included VANGUARD CAPITAL MANAGEMENT LLC (146.77K), Cambridge Investment Research Advisors, Inc. (22.2K), VANGUARD FIDUCIARY TRUST CO (19.54K), MILLENNIUM MANAGEMENT LLC (9.96K), Ritter Daniher Financial Advisory LLC / DE (3.39K).
• Leading sellers of Bluerock Homes Trust shares for the quarter ending December 2025 were Morgan Stanley (3.63K), Arkadios Wealth Advisors (3.44K), DIMENSIONAL FUND ADVISORS LP (1.63K), Sunbelt Securities, Inc. (1.19K), UBS Group AG (239).
• Business Quant data shows the 10 biggest positions in Bluerock Homes Trust as of December 2025 are held by Quinn Opportunity Partners LLC (228.28K), VANGUARD CAPITAL MANAGEMENT LLC (146.77K), Cambridge Investment Research Advisors, Inc. (141.99K), RBF Capital, LLC (115.91K), Arkadios Wealth Advisors (109.65K), MILLENNIUM MANAGEMENT LLC (88.1K), TUDOR INVESTMENT CORP ET AL (66.76K), BlackRock, Inc. (52.79K), DIMENSIONAL FUND ADVISORS LP (40.79K), GEODE CAPITAL MANAGEMENT, LLC (40.42K).