Bluerock Homes TrustBHM
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 36 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, down 2 from Q1 2026. 3 opened new positions and 5 sold out. The largest holders were Quinn Opportunity Partners LLC ($2.1M), Vanguard Capital Management LLC ($1.3M) and Cambridge Investment Research Advisors, Inc. ($1.3M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Bluerock Homes Trust Inc.
- CUSIP
- 09631H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $318K |
| Exits | 5 | $221K |
All 13F filers, Q1 2026 → Q2 2026: 50,598 shares bought and 29,190 shares sold, net +21,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Quinn Opportunity Partners LLC | 0.10% | No change | 228,282 | $2.1M |
| Vanguard Capital Management LLC | 0.00% | Add +1.1% | 148,398 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 142,129 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +11.1% | 121,770 | $1.1M |
| Millennium Management | 0.00% | Reduce -3.1% | 85,395 | $769K |
| Tudor Investment Corporation | 0.00% | No change | 66,761 | $601K |
| RBF Capital, LLC | 0.02% | No change | 57,954 | $522K |
| BlackRock, Inc. | 0.00% | Add +1.9% | 53,780 | $484K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.1% | 39,926 | $359K |
| Geode Capital Management, LLC | 0.00% | Reduce -3.9% | 38,862 | $350K |
| Bluespring Wealth Management, LLC | 0.01% | New | 35,143 | $316K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.7% | 19,673 | $177K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Add +1.1% | 17,571 | $158K |
| State Street Corp. | 0.00% | No change | 14,882 | $136K |
| Dearborn Partners LLC | 0.01% | Reduce -27.8% | 10,153 | $132K |
| Renaissance Technologies | 0.00% | Reduce -3.3% | 14,500 | $131K |
| CSS LLC | 0.01% | No change | 12,209 | $110K |
| UBS Group AG | 0.00% | No change | 5,410 | $49K |
| Barclays PLC | 0.00% | Add +0.3% | 4,671 | $42K |
| Morgan Stanley | 0.00% | Reduce -11.5% | 1,617 | $15K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 1,279 | $12K |
| Daytona Street Capital LLC | 0.01% | No change | 768 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.9% | 528 | $5K |
| Vision Financial Markets LLC | 0.00% | Add +1.0% | 201 | $2K |
| IFG Advisory, LLC | 0.00% | New | 129 | $1K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 76 | $689 |
| Arax Advisory Partners | 0.00% | Add +184.0% | 71 | $639 |
| NFSG Corp | 0.00% | No change | 67 | $603 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $576 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 28 | $252 |
| Inspire Investing, LLC | 0.00% | Add +5.0% | 21 | $185 |
| JPMorgan Chase & Co. | 0.00% | No change | 17 | $157 |
| BNP Paribas Financial Markets | 0.00% | No change | 17 | $153 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $5 |
| Covestor Ltd | 0.00% | No change | 50 | $0 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.