Bluerock Homes TrustBHM
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 43 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were Quinn Opportunity Partners LLC ($4.1M), Vanguard Group Inc. ($3.0M) and Cambridge Investment Research Advisors, Inc. ($1.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $10K |
| Exits | 3 | $8K |
All 13F filers, Q1 2024 → Q2 2024: 52,026 shares bought and 12,577 shares sold, net +39,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Quinn Opportunity Partners LLC | 0.47% | No change | 232,071 | $4.1M |
| Vanguard Group Inc. | 0.00% | No change | 170,503 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +77.9% | 95,499 | $1.7M |
| Millennium Management | 0.00% | Reduce -8.0% | 85,314 | $1.5M |
| Tudor Investment Corporation | 0.01% | No change | 66,873 | $1.2M |
| RBF Capital, LLC | 0.06% | No change | 57,954 | $1.0M |
| BlackRock Inc. | 0.00% | Add +1.0% | 51,902 | $908K |
| Arkadios Wealth Advisors | 0.05% | Add +6.2% | 44,360 | $776K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.5% | 43,100 | $754K |
| Geode Capital Management, LLC | 0.00% | Add +7.5% | 36,406 | $637K |
| Trium Capital LLP | 0.15% | No change | 23,657 | $414K |
| Renaissance Technologies | 0.00% | Add +2.3% | 17,800 | $312K |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 16,987 | $297K |
| Navis Wealth Advisors, LLC | 0.32% | Add +27.9% | 16,032 | $281K |
| State Street Corp. | 0.00% | No change | 13,963 | $244K |
| CSS LLC | 0.05% | Reduce -11.6% | 12,237 | $214K |
| Morgan Stanley | 0.00% | Reduce -3.8% | 5,606 | $98K |
| Barclays PLC | 0.00% | No change | 4,900 | $86K |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 2,566 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.9% | 1,942 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,127 | $20K |
| NFSG Corp | 0.01% | Reduce -15.7% | 938 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -55.0% | 850 | $15K |
| Wells Fargo & Company | 0.00% | Add +14.9% | 440 | $8K |
| IFP Advisors, Inc | 0.00% | New | 187 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 176 | $3K |
| Rhumbline Advisers | 0.00% | No change | 157 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 129 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 99 | $2K |
| UBS Group AG | 0.00% | Reduce -80.3% | 98 | $2K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 93 | $2K |
| Larson Financial Group LLC | 0.00% | New | 90 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 84 | $1K |
| Arax Advisory Partners | 0.00% | No change | 71 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 86 | $1K |
| JPMorgan Chase & Co. | 0.00% | Add +170.8% | 65 | $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 +33.3% | 52 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 56 | $980 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 38 | $709 |
| Citigroup Inc. | 0.00% | No change | 18 | $315 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.