Bluerock Homes TrustBHM
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 38 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 2 sold out. The largest holders were Quinn Opportunity Partners LLC ($2.9M), Vanguard Group Inc. ($2.1M) 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1K |
| Exits | 2 | $2K |
All 13F filers, Q1 2025 → Q2 2025: 14,705 shares bought and 4,338 shares sold, net +10,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Quinn Opportunity Partners LLC | 0.25% | Add +0.5% | 228,282 | $2.9M |
| Vanguard Group Inc. | 0.00% | No change | 170,402 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 102,618 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +5.5% | 89,904 | $1.1M |
| Tudor Investment Corporation | 0.01% | Reduce -0.2% | 66,761 | $836K |
| Millennium Management | 0.00% | Add +2.4% | 66,645 | $834K |
| RBF Capital, LLC | 0.04% | No change | 57,954 | $726K |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 51,479 | $645K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.0% | 42,800 | $536K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 39,222 | $491K |
| Trium Capital LLP | 0.09% | Add +15.7% | 27,377 | $343K |
| Northern Trust Corp. | 0.00% | Add +0.1% | 22,399 | $280K |
| Renaissance Technologies | 0.00% | Reduce -2.4% | 16,000 | $200K |
| State Street Corp. | 0.00% | Reduce -0.7% | 15,082 | $191K |
| CSS LLC | 0.03% | No change | 12,209 | $153K |
| Navis Wealth Advisors, LLC | 0.12% | Add +0.6% | 11,236 | $141K |
| Sunbelt Securities, Inc. | 0.01% | Add +2.5% | 5,309 | $70K |
| UBS Group AG | 0.00% | Reduce -32.4% | 5,415 | $68K |
| Morgan Stanley | 0.00% | Add +0.0% | 5,373 | $67K |
| Barclays PLC | 0.00% | No change | 4,900 | $61K |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 2,526 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,127 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.9% | 299 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +1.6% | 193 | $2K |
| MAI Capital Management | 0.00% | No change | 179 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.2% | 131 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $2K |
| NFSG Corp | 0.00% | Reduce -38.9% | 110 | $1K |
| Beacon Capital Management, LLC | 0.00% | Add +1.2% | 85 | $1K |
| Covestor Ltd | 0.00% | No change | 50 | $1K |
| Arax Advisory Partners | 0.00% | No change | 71 | $889 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $802 |
| Highline Wealth Partners LLC | 0.00% | New | 62 | $776 |
| Transce3nd, LLC | 0.00% | No change | 46 | $576 |
| Raymond James Financial Inc. | 0.00% | New | 27 | $338 |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 24 | $250 |
| BNP Paribas Financial Markets | 0.00% | Add +5.9% | 18 | $225 |
| Principal Securities, Inc. | 0.00% | Reduce -90.7% | 12 | $150 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.