Bluerock Homes TrustBHM
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 45 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, up 4 from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were Quinn Opportunity Partners LLC ($3.0M), Vanguard Group Inc. ($2.3M) and Cambridge Investment Research Advisors, Inc. ($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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $153K |
| Exits | 3 | $27K |
All 13F filers, Q3 2024 → Q4 2024: 40,132 shares bought and 11,473 shares sold, net +28,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Quinn Opportunity Partners LLC | 0.22% | Reduce -2.1% | 227,071 | $3.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 170,402 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.7% | 120,819 | $1.6M |
| Millennium Management | 0.00% | Reduce -2.5% | 70,750 | $939K |
| Tudor Investment Corporation | 0.01% | No change | 66,873 | $887K |
| Arkadios Wealth Advisors | 0.05% | Add +23.1% | 66,282 | $880K |
| RBF Capital, LLC | 0.04% | No change | 57,954 | $769K |
| BlackRock, Inc. | 0.00% | Reduce 0.0% | 52,212 | $693K |
| Dimensional Fund Advisors LP | 0.00% | No change | 42,940 | $570K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.5% | 37,856 | $502K |
| Trium Capital LLP | 0.24% | No change | 23,657 | $314K |
| Northern Trust Corp. | 0.00% | Add +38.2% | 23,185 | $308K |
| Renaissance Technologies | 0.00% | Reduce -5.7% | 16,782 | $223K |
| State Street Corp. | 0.00% | Add +9.3% | 15,257 | $202K |
| CSS LLC | 0.03% | No change | 12,209 | $162K |
| Navis Wealth Advisors, LLC | 0.16% | New | 11,170 | $148K |
| UBS Group AG | 0.00% | Add +6599.0% | 6,565 | $87K |
| Morgan Stanley | 0.00% | Reduce -4.0% | 5,373 | $71K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -11.9% | 5,309 | $70K |
| Barclays PLC | 0.00% | No change | 4,900 | $65K |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 2,566 | $34K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,127 | $15K |
| Transce3nd, LLC | 0.00% | — | 948 | $13K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 461 | $6K |
| NFSG Corp | 0.00% | Reduce -56.1% | 380 | $5K |
| Wells Fargo & Company | 0.00% | Add +0.3% | 316 | $4K |
| Vision Financial Markets LLC | 0.00% | — | 190 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 187 | $2K |
| MAI Capital Management | 0.00% | New | 179 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 176 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 129 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $2K |
| Oarsman Capital, Inc. | 0.00% | No change | 125 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 99 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 86 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 84 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | New | 96 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 96 | $1K |
| Covestor Ltd | 0.00% | Add +21.9% | 50 | $1K |
| Arax Advisory Partners | 0.00% | No change | 71 | $943 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $850 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 38 | $504 |
| JPMorgan Chase & Co. | 0.00% | No change | 24 | $318 |
| BNP Paribas Financial Markets | 0.00% | New | 17 | $226 |
| Citigroup Inc. | 0.00% | Reduce -94.4% | 1 | $13 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.