Bluerock Homes Trust, Inc. (BHM) Institutional Ownership

Ownership Summary

Bluerock Homes Trust, Inc. (NYSE:BHM) is held by 39 institutional investors per 13F filings through 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 Bluerock Homes Trust by 3.43% from last quarter, and the number of investors in BHM decreased 15.22% annually.
• Among the 39 funds, 15 bought more Bluerock Homes Trust shares, 13 sold down, and 11 held their ground.
• In total, institutional investors held 1.16Mn shares in Bluerock Homes Trust as of December 2025, up by 38.56K shares quarter on quarter, and up 113.16K shares year over year.
• As of December 31, 2025, the biggest holder of Bluerock Homes Trust is Quinn Opportunity Partners LLC at 228.28K shares, representing 5.86% of shares outstanding.
• 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).
• The largest sales of BHM for the quarter ending December 2025 came from Morgan Stanley (3.63K), Arkadios Wealth Advisors (3.44K), DIMENSIONAL FUND ADVISORS LP (1.63K), Sunbelt Securities, Inc. (1.19K), UBS Group AG (239).
• Per Business Quant, the top 10 investors in BHM for the quarter ending December 2025 include 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).