Bluerock Homes Trust BHM Institutional Ownership

NYSE BHM
$7.86 +0.00 (+0.00%)
As of: Oct 22, 2026 · 9:46 AM 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
27.42%
▲+0.17 pp QoQ
Shares Held by Institutions
1.13Mn
of 4.11Mn outstanding
▲+2.02% QoQ
Shares Outstanding
4.11Mn
2.98Mn held outside 13F filers
Institutional Investors
38
filed 13F for Jun 2026
■0 vs prior quarter
Net Shares Added (QoQ)
+22.29K
accumulated since last quarter
Value of Holdings
$9.01Mn
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

Bluerock Homes Trust, Inc. (NYSE:BHM) was held by 38 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Form 13F Holdings

38 Institutional Holders

Report period 30 Jun, 2026
Total shares held 1.13Mn
Of outstanding 27.42%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Quinn Opportunity Partners LLC 0001633275 228,282 5.56% 0 0.00% $2.05Mn
2 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 148,398 3.61% ▲1,624 +1.11% $1.34Mn
3 Cambridge Investment Research Advisors, Inc. 0001419186 142,129 3.46% ▲140 +0.10% $1.28K
4 Arkadios Wealth Advisors 0001800798 121,770 2.96% ▲12,119 +11.05% $1.10Mn
5 MILLENNIUM MANAGEMENT LLC 0001273087 85,395 2.08% ▼2,709 -3.07% $768.56K
6 TUDOR INVESTMENT CORP ET AL 0000923093 66,761 1.63% 0 0.00% $600.85K
7 RBF Capital, LLC 0001134621 57,954 1.41% 0 0.00% $521.59K
8 BlackRock, Inc. 0002012383 53,780 1.31% ▲990 +1.88% $484.02K
9 DIMENSIONAL FUND ADVISORS LP 0000354204 39,926 0.97% ▼866 -2.12% $359.36K
10 GEODE CAPITAL MANAGEMENT, LLC 0001214717 38,862 0.95% ▼1,560 -3.86% $349.86K
11 Bluespring Wealth Management, LLC 0001557485 35,143 0.86% ▲35,143 0.00% $316.29K
12 VANGUARD FIDUCIARY TRUST CO 0000933478 19,673 0.48% ▲129 +0.66% $177.06K
13 Ritter Daniher Financial Advisory LLC / DE 0001936603 17,571 0.43% ▲185 +1.06% $158.14K
14 State Street Corp 0000093751 14,882 0.36% 0 0.00% $135.80K
15 RENAISSANCE TECHNOLOGIES LLC 0001037389 14,500 0.35% ▼499 -3.33% $130.50K
16 DEARBORN PARTNERS LLC 0001206792 14,053 0.34% 0 0.00% $233.42K
17 CSS LLC/IL 0001103646 12,209 0.30% 0 0.00% $109.88K
18 UBS Group AG 0001610520 5,410 0.13% 0 0.00% $48.69K
19 Barclays Plc 0000312069 4,671 0.11% ▲13 +0.28% $42.04K
20 Morgan Stanley 0000895421 1,617 0.04% ▼210 -11.49% $14.56K