Bluerock Homes TrustBHM
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 40 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, up 5 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Quinn Opportunity Partners LLC ($2.4M), Vanguard Group Inc. ($1.8M) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $396K |
| Exits | 2 | $1K |
All 13F filers, Q3 2025 → Q4 2025: 53,991 shares bought and 4,996 shares sold, net +48,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Quinn Opportunity Partners LLC | 0.11% | No change | 228,282 | $2.4M |
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 168,239 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.7% | 119,790 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.5% | 113,095 | $1.2M |
| Millennium Management | 0.00% | Add +17.3% | 78,142 | $834K |
| Tudor Investment Corporation | 0.00% | No change | 66,761 | $712K |
| RBF Capital, LLC | 0.03% | No change | 57,954 | $618K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 52,049 | $555K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.0% | 42,418 | $453K |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 38,768 | $414K |
| Trium Capital LLP | 0.20% | No change | 23,657 | $252K |
| Dearborn Partners LLC | 0.01% | New | 14,053 | $211K |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 18,918 | $202K |
| State Street Corp. | 0.00% | No change | 14,882 | $161K |
| Renaissance Technologies | 0.00% | Reduce -8.0% | 14,900 | $159K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | New | 14,000 | $149K |
| CSS LLC | 0.02% | No change | 12,209 | $130K |
| UBS Group AG | 0.00% | Add +4.1% | 5,649 | $60K |
| Morgan Stanley | 0.00% | Add +1.6% | 5,461 | $58K |
| Barclays PLC | 0.00% | Reduce -0.1% | 4,658 | $50K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 4,315 | $46K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,243 | $35K |
| Bank of America Corp. | 0.00% | No change | 2,388 | $25K |
| Daytona Street Capital LLC | 0.01% | — | 768 | $8K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -53.4% | 525 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -10.8% | 274 | $3K |
| Vision Financial Markets LLC | 0.00% | Add +1.0% | 196 | $2K |
| MAI Capital Management | 0.00% | No change | 179 | $2K |
| Westside Investment Management, Inc. | 0.00% | No change | 125 | $1K |
| Covestor Ltd | 0.00% | No change | 50 | $1K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.9% | 74 | $800 |
| Arax Advisory Partners | 0.00% | No change | 71 | $758 |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 70 | $747 |
| NFSG Corp | 0.00% | Reduce -39.1% | 67 | $715 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $683 |
| Highline Wealth Partners LLC | 0.00% | No change | 62 | $662 |
| Inspire Investing, LLC | 0.00% | New | 20 | $215 |
| BNP Paribas Financial Markets | 0.00% | No change | 17 | $181 |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.2% | 17 | $177 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $9 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.