Bluerock Homes TrustBHM
13F holders, Q1 2024 (March 31)41holders
3famous investors
$16.97avg. 13F price*
At the end of Q1 2024, 41 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings. The largest holders were Quinn Opportunity Partners LLC ($3.9M), Vanguard Group Inc. ($2.9M) and Millennium Management ($1.6M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $220K |
| Exits | 5 | $180K |
Ownership 41 holders
| Quinn Opportunity Partners LLC | 0.45% | No change | 232,071 | $3.9M |
| Vanguard Group Inc. | 0.00% | No change | 170,503 | $2.9M |
| Millennium Management | 0.00% | Reduce -4.5% | 92,723 | $1.6M |
| Tudor Investment Corporation | 0.01% | No change | 66,873 | $1.1M |
| RBF Capital, LLC | 0.06% | No change | 57,954 | $983K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +64.2% | 53,678 | $911K |
| BlackRock Inc. | 0.00% | Reduce -2.3% | 51,368 | $872K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.7% | 43,315 | $735K |
| Arkadios Wealth Advisors | 0.06% | Add +12.4% | 41,784 | $709K |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 33,868 | $575K |
| Trium Capital LLP | 0.15% | No change | 23,657 | $401K |
| Northern Trust Corp. | 0.00% | Reduce -6.3% | 17,916 | $304K |
| Renaissance Technologies | 0.00% | Reduce -6.5% | 17,400 | $295K |
| State Street Corp. | 0.00% | No change | 13,963 | $237K |
| CSS LLC | 0.06% | Reduce -45.3% | 13,843 | $235K |
| Navis Wealth Advisors, LLC | 0.26% | New | 12,532 | $213K |
| Morgan Stanley | 0.00% | Reduce -35.2% | 5,827 | $99K |
| Barclays PLC | 0.00% | No change | 4,900 | $83K |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 2,646 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -7.2% | 1,960 | $33K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.6% | 1,889 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,127 | $19K |
| NFSG Corp | 0.01% | Add +1.1% | 1,112 | $19K |
| UBS Group AG | 0.00% | Add +418.8% | 498 | $8K |
| Wells Fargo & Company | 0.00% | Add +0.3% | 383 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 375 | $6K |
| Rhumbline Advisers | 0.00% | No change | 157 | $3K |
| Principal Securities, Inc. | 0.00% | Add +4.9% | 129 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $2K |
| Gen-Wealth Partners Inc | 0.00% | — | 106 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 99 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 84 | $1K |
| Arax Advisory Partners | 0.00% | No change | 71 | $1K |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $1K |
| Covestor Ltd | 0.00% | No change | 41 | $1K |
| Royal Bank of Canada | 0.00% | Add +5.4% | 39 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 56 | $971 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 38 | $640 |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 24 | $407 |
| Citigroup Inc. | 0.00% | Reduce -41.9% | 18 | $305 |
| GAMMA Investing LLC | 0.00% | No change | 5 | $85 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.