Bluerock Homes Trust BHM Institutional Ownership

NYSE BHM

$7.97 +0.01 (+0.08%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

38 Institutions

Increased 16 42.1%

Unchanged 16 42.1%

Reduced 6 15.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

28.58%

▲+0.25 pp QoQ

Shares Held by Institutions

1.13Mn

of 3.94Mn outstanding

▲+4.15% QoQ

Shares Outstanding

3.94Mn

2.81Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+44.85K

accumulated since last quarter

Value of Holdings

$8.97Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Bluerock Homes Trust, Inc. (NYSE:BHM) appears in 38 institutional 13F filings for the quarter ending June 2026.

These investors held 28.6% of outstanding shares in June 2026, up from 28.3% in March 2026.
They increased total shares held in Bluerock Homes Trust by 4.15% from last quarter, and the number of investors in BHM stayed flat annually.
During the quarter, 16 of these 38 funds increased positions in BHM, 6 reduced exposure, and 16 held steady.
In total, institutional investors held 1.13Mn shares in Bluerock Homes Trust as of June 2026, up by 44.85K shares quarter on quarter, and up 86.52K shares year over year.
Quinn Opportunity Partners LLC is the top holder of Bluerock Homes Trust as of June 30, 2026, with 228.28K shares representing 5.79% of outstanding stock.
Top purchasers of BHM stock for the quarter ending June 2026 included Bluespring Wealth Management, LLC (35.14K), Arkadios Wealth Advisors (12.12K), VANGUARD CAPITAL MANAGEMENT LLC (1.62K), BlackRock, Inc. (990), Ritter Daniher Financial Advisory LLC / DE (185).
The largest sellers of Bluerock Homes Trust for the quarter ending June 2026 were MILLENNIUM MANAGEMENT LLC (2.71K), GEODE CAPITAL MANAGEMENT, LLC (1.56K), DIMENSIONAL FUND ADVISORS LP (866), RENAISSANCE TECHNOLOGIES LLC (499), Morgan Stanley (210).
Per Business Quant data, the top 10 holders of Bluerock Homes Trust for the quarter ending June 2026 are Quinn Opportunity Partners LLC (228.28K), VANGUARD CAPITAL MANAGEMENT LLC (148.4K), Cambridge Investment Research Advisors, Inc. (142.13K), Arkadios Wealth Advisors (121.77K), MILLENNIUM MANAGEMENT LLC (85.4K), TUDOR INVESTMENT CORP ET AL (66.76K), RBF Capital, LLC (57.95K), BlackRock, Inc. (53.78K), DIMENSIONAL FUND ADVISORS LP (39.93K), GEODE CAPITAL MANAGEMENT, LLC (38.86K).

Form 13F Holdings

38 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.13Mn

Of outstanding 28.58%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Quinn Opportunity Partners LLC	0001633275	228,282	5.79%	0	0.00%	$2.05Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	148,398	3.77%	▲1,624	+1.11%	$1.34Mn
3	Cambridge Investment Research Advisors, Inc.	0001419186	142,129	3.61%	▲140	+0.10%	$1.28K
4	Arkadios Wealth Advisors	0001800798	121,770	3.09%	▲12,119	+11.05%	$1.10Mn
5	MILLENNIUM MANAGEMENT LLC	0001273087	85,395	2.17%	▼2,709	-3.07%	$768.56K
6	TUDOR INVESTMENT CORP ET AL	0000923093	66,761	1.69%	0	0.00%	$600.85K
7	RBF Capital, LLC	0001134621	57,954	1.47%	▼57,954	-50.00%	$521.59K
8	BlackRock, Inc.	0002012383	53,780	1.36%	▲990	+1.88%	$484.02K
9	DIMENSIONAL FUND ADVISORS LP	0000354204	39,926	1.01%	▼866	-2.12%	$359.36K
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	38,862	0.99%	▼1,560	-3.86%	$349.86K
11	Bluespring Wealth Management, LLC	0001557485	35,143	0.89%	▲35,143	0.00%	$316.29K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	19,673	0.50%	▲129	+0.66%	$177.06K
13	Ritter Daniher Financial Advisory LLC / DE	0001936603	17,571	0.45%	▲185	+1.06%	$158.14K
14	State Street Corp	0000093751	14,882	0.38%	0	0.00%	$135.80K
15	RENAISSANCE TECHNOLOGIES LLC	0001037389	14,500	0.37%	▼499	-3.33%	$130.50K
16	DEARBORN PARTNERS LLC	0001206792	14,053	0.36%	0	0.00%	$233.42K
17	CSS LLC/IL	0001103646	12,209	0.31%	0	0.00%	$109.88K
18	UBS Group AG	0001610520	5,410	0.14%	0	0.00%	$48.69K
19	Barclays Plc	0000312069	4,671	0.12%	▲13	+0.28%	$42.04K
20	Morgan Stanley	0000895421	1,617	0.04%	▼210	-11.49%	$14.56K

Showing 1 to 20 of 38 holders