Bluerock Homes TrustBHM
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 38 institutions reported holding Bluerock Homes Trust Inc. (BHM) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 5 sold out. The largest holders were Quinn Opportunity Partners LLC ($2.6M), Vanguard Capital Management LLC ($1.7M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1K |
| Exits | 5 | $314K |
All 13F filers, Q4 2025 → Q1 2026: 38,403 shares bought and 39,928 shares sold, net −1,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Quinn Opportunity Partners LLC | 0.14% | No change | 228,282 | $2.6M |
| Vanguard Capital Management LLC | 0.00% | — | 146,774 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.5% | 141,989 | $1.6M |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.0% | 109,651 | $1.2M |
| Millennium Management | 0.00% | Add +12.8% | 88,104 | $1.0M |
| Tudor Investment Corporation | 0.00% | No change | 66,761 | $758K |
| RBF Capital, LLC | 0.03% | No change | 57,954 | $658K |
| BlackRock, Inc. | 0.00% | Add +1.4% | 52,790 | $600K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.8% | 40,792 | $463K |
| Geode Capital Management, LLC | 0.00% | Add +4.3% | 40,422 | $459K |
| Dearborn Partners LLC | 0.01% | No change | 14,053 | $233K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 19,544 | $222K |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 18,812 | $214K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +24.2% | 17,386 | $198K |
| State Street Corp. | 0.00% | No change | 14,882 | $171K |
| Renaissance Technologies | 0.00% | Add +0.7% | 14,999 | $170K |
| CSS LLC | 0.02% | No change | 12,209 | $139K |
| UBS Group AG | 0.00% | Reduce -4.2% | 5,410 | $61K |
| Barclays PLC | 0.00% | No change | 4,658 | $53K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -27.6% | 3,124 | $35K |
| Morgan Stanley | 0.00% | Reduce -66.5% | 1,827 | $21K |
| Vanguard Global Advisers, LLC | 0.00% | — | 1,279 | $15K |
| Daytona Street Capital LLC | 0.01% | No change | 768 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +96.3% | 538 | $6K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -33.3% | 350 | $4K |
| Vision Financial Markets LLC | 0.00% | Add +1.5% | 199 | $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 |
| Advisory Services Network, LLC | 0.00% | New | 75 | $852 |
| Arax Advisory Partners | 0.00% | Reduce -64.8% | 25 | $807 |
| NFSG Corp | 0.00% | No change | 67 | $761 |
| Clearstead Advisors, LLC | 0.00% | No change | 64 | $728 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -60.0% | 28 | $318 |
| Inspire Investing, LLC | 0.00% | No change | 20 | $231 |
| Magnolia Wealth Management, LLC | 0.00% | New | 20 | $227 |
| JPMorgan Chase & Co. | 0.00% | No change | 17 | $193 |
| BNP Paribas Financial Markets | 0.00% | No change | 17 | $193 |
"% of holder's portfolio" is BHM's weight in each manager's 13F, not the share of Bluerock Homes Trust Inc. the manager owns.