Bluerock Homes TrustBHM
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 39 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, down 6 from Q4 2024. 1 opened new positions and 6 sold out. The largest holders were Quinn Opportunity Partners LLC ($2.6M), Vanguard Group Inc. ($1.9M) and Cambridge Investment Research Advisors, Inc. ($1.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 6 | $7K |
All 13F filers, Q4 2024 → Q1 2025: 22,212 shares bought and 31,168 shares sold, net −8,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Quinn Opportunity Partners LLC | 0.18% | No change | 227,071 | $2.6M |
| Vanguard Group Inc. | 0.00% | No change | 170,402 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.7% | 99,444 | $1.1M |
| Arkadios Wealth Advisors | 0.04% | Add +28.5% | 85,177 | $968K |
| Tudor Investment Corporation | 0.01% | No change | 66,873 | $760K |
| Millennium Management | 0.00% | Reduce -8.0% | 65,087 | $740K |
| RBF Capital, LLC | 0.04% | No change | 57,954 | $659K |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 51,675 | $588K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.3% | 42,815 | $487K |
| Geode Capital Management, LLC | 0.00% | Add +4.0% | 39,384 | $448K |
| Trium Capital LLP | 0.11% | No change | 23,657 | $269K |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 22,375 | $254K |
| Renaissance Technologies | 0.00% | Reduce -2.3% | 16,400 | $186K |
| State Street Corp. | 0.00% | Reduce -0.5% | 15,182 | $175K |
| CSS LLC | 0.03% | No change | 12,209 | $139K |
| Navis Wealth Advisors, LLC | 0.12% | No change | 11,170 | $127K |
| UBS Group AG | 0.00% | Add +22.0% | 8,012 | $91K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 5,372 | $61K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.4% | 5,180 | $59K |
| Barclays PLC | 0.00% | No change | 4,900 | $56K |
| Bank of America Corp. | 0.00% | Add +0.0% | 2,567 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,127 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +319.2% | 415 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.2% | 248 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 190 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 187 | $2K |
| NFSG Corp | 0.00% | Reduce -52.6% | 180 | $2K |
| MAI Capital Management | 0.00% | No change | 179 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 129 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $1K |
| Covestor Ltd | 0.00% | No change | 50 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 84 | $955 |
| Wells Fargo & Company | 0.00% | Reduce -73.7% | 83 | $948 |
| Arax Advisory Partners | 0.00% | No change | 71 | $808 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $728 |
| Transce3nd, LLC | 0.00% | Reduce -95.2% | 46 | $523 |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 23 | $261 |
| BNP Paribas Financial Markets | 0.00% | No change | 17 | $193 |
| Royal Bank of Canada | 0.00% | New | 25 | $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.