Bluerock Homes Trust, Inc. (BHM) Institutional Ownership

Ownership Summary

Bluerock Homes Trust, Inc. (NYSE:BHM) currently has 38 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• The collective stake of institutional investors in Bluerock Homes Trust moved to 30.2% in December 2025, a shift up from the 27.5% reported for September 2025.
• Quarterly data indicates a 10.24% shift in institutional share volume, and the annual owner count reflects a decrease of 17.39%.
• The latest 13F cycle for Bluerock Homes Trust reveals that of 38 total investors, 14 funds grew their exposure, whereas 11 reduced theirs and 13 made no changes.
• The aggregate institutional position in Bluerock Homes Trust now stands at 1.16Mn shares as of December 2025, after investors increased their holdings (up by 107.72K shares quarter on quarter which is up 114.78K shares year over year).
• Quinn Opportunity Partners LLC continues to be the largest institutional holder of Bluerock Homes Trust as of December 31, 2025, with a position of 228.28K shares, representing 5.95% of the company's outstanding stock.
• Among the most significant buyers of Bluerock Homes Trust during December 2025 were RBF Capital, LLC (57.95K), DEARBORN PARTNERS LLC (14.05K), Ritter Daniher Financial Advisory LLC / DE (14.00K), MILLENNIUM MANAGEMENT LLC (11.52K), Cambridge Investment Research Advisors, Inc. (8.59K).
• Leading sellers of Bluerock Homes Trust stock in December 2025 included VANGUARD GROUP INC (2.16K), RENAISSANCE TECHNOLOGIES LLC (1.30K), NISA INVESTMENT ADVISORS, LLC (602), Arkadios Wealth Advisors (581), NORTHERN TRUST CORP (111).
• The top 10 institutional holders of Bluerock Homes Trust for the quarter ending December 2025 included Quinn Opportunity Partners LLC (228.28K), VANGUARD GROUP INC (168.24K), Cambridge Investment Research Advisors, Inc. (119.79K), RBF Capital, LLC (115.91K), Arkadios Wealth Advisors (113.09K), MILLENNIUM MANAGEMENT LLC (78.14K), TUDOR INVESTMENT CORP ET AL (66.76K), BlackRock, Inc. (52.05K), DIMENSIONAL FUND ADVISORS LP (42.42K), GEODE CAPITAL MANAGEMENT, LLC (38.77K).