Bluerock Homes Trust, Inc. (BHM) Institutional Ownership

Ownership Summary

Bluerock Homes Trust, Inc. (NYSE:BHM) has 39 institutional investors with active 13F positions as of December 2025.

• Their combined ownership stood at 29.9% of 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.
• Of these 39 funds, 15 grew their exposure to Bluerock Homes Trust, 13 cut back, and 11 maintained positions.
• Institutional investors collectively 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, Quinn Opportunity Partners LLC held the largest stake in Bluerock Homes Trust with 228.28K shares, accounting for 5.86% of total shares outstanding.
• Leading buyers of Bluerock Homes Trust shares for the quarter ending December 2025 were 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 biggest sellers of Bluerock Homes Trust for the quarter ending December 2025 included 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 data, the top 10 holders of Bluerock Homes Trust for the quarter ending December 2025 are 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).