Bluerock Homes TrustBHM
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 35 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, down 3 from Q2 2025. 1 opened new positions and 4 sold out. The largest holders were Quinn Opportunity Partners LLC ($2.7M), Vanguard Group Inc. ($2.0M) and Arkadios Wealth Advisors ($1.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $899 |
| Exits | 4 | $143K |
All 13F filers, Q2 2025 → Q3 2025: 32,876 shares bought and 22,744 shares sold, net +10,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Quinn Opportunity Partners LLC | 0.20% | No change | 228,282 | $2.7M |
| Vanguard Group Inc. | 0.00% | No change | 170,402 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +26.4% | 113,676 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 111,198 | $1.3M |
| Tudor Investment Corporation | 0.01% | No change | 66,761 | $800K |
| Millennium Management | 0.00% | Reduce -0.0% | 66,619 | $798K |
| RBF Capital, LLC | 0.03% | No change | 57,954 | $694K |
| BlackRock, Inc. | 0.00% | Add +0.4% | 51,707 | $619K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.9% | 42,425 | $508K |
| Geode Capital Management, LLC | 0.00% | Reduce -5.8% | 36,951 | $443K |
| Trium Capital LLP | 0.11% | Reduce -13.6% | 23,657 | $283K |
| Northern Trust Corp. | 0.00% | Reduce -15.1% | 19,029 | $228K |
| Renaissance Technologies | 0.00% | Add +1.3% | 16,200 | $194K |
| State Street Corp. | 0.00% | Reduce -1.3% | 14,882 | $180K |
| CSS LLC | 0.03% | No change | 12,209 | $146K |
| UBS Group AG | 0.00% | Add +0.2% | 5,425 | $65K |
| Morgan Stanley | 0.00% | Add +0.0% | 5,374 | $64K |
| Barclays PLC | 0.00% | Reduce -4.9% | 4,662 | $56K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -19.0% | 4,298 | $51K |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 2,388 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,127 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2.7% | 307 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +0.5% | 194 | $2K |
| MAI Capital Management | 0.00% | No change | 179 | $2K |
| Osaic Holdings, Inc. | 0.00% | Add +0.8% | 132 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $1K |
| NFSG Corp | 0.00% | No change | 110 | $1K |
| Covestor Ltd | 0.00% | No change | 50 | $1K |
| Advisory Services Network, LLC | 0.00% | New | 75 | $899 |
| Arax Advisory Partners | 0.00% | No change | 71 | $851 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $767 |
| Highline Wealth Partners LLC | 0.00% | No change | 62 | $743 |
| JPMorgan Chase & Co. | 0.00% | No change | 24 | $288 |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.6% | 17 | $204 |
| Principal Securities, Inc. | 0.00% | No change | 12 | $144 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.