Who Owns Bluerock Homes Trust, Inc. (BHM)?Hedge Fund & Institutional Holders

$10.79+0.20 (+1.84%)Real EstateAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.4350001000000253e+90T

% of Float Held

QoQ Change in Holders

+10 / -2

Price History

$8.30$10.35$12.39$14.44$16.48Sep 24Jun 25Mar 26

BHM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Arkadios Wealth AdvisorsNew Position+113K+$1.0B
Trium Capital LLPNew Position+24K+$252.0M
DEARBORN PARTNERS LLCNew Position+14K+$210.0M
NISA INVESTMENT ADVISORS, LLCNew Position+525+$5.0M
Westside Investment Management, Inc.New Position+125+$1.0M
Daytona Street Capital LLCNew Position+768+$8K
Covestor LtdNew Position+50+$1K
GEODE CAPITAL MANAGEMENT, LLCIncreased+2K+$0
Inspire Investing, LLCNew Position+20+$0
Kestra Advisory Services, LLCNew Position+3K+$0
Ritter Daniher Financial Advisory LLC / DENew Position+14K+$0
WELLS FARGO & COMPANY/MNIncreased+1+$-3K
MORGAN STANLEYIncreased+87+$-63K
Cambridge Investment Research Advisors, Inc.Increased+9K+$-332K
BlackRock, Inc.Increased+342+$-617K

BHM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
DIMENSIONAL FUND ADVISORS LPDecreased-7-$508.2M
NORTHERN TRUST CORPDecreased-111-$228.0M
RENAISSANCE TECHNOLOGIES LLCDecreased-1K-$194.1M
BARCLAYS PLCDecreased-4-$55.9M
Tower Research Capital LLC (TRC)Decreased-33-$3.7M
OSAIC HOLDINGS, INC.Decreased-58-$1.6M
Newbridge Financial Services Group, Inc.Decreased-43-$1.3M
VANGUARD GROUP INCDecreased-2K-$1.0M
Advisory Services Network, LLCClosed Position-75-$899K
PRINCIPAL SECURITIES, INC.Closed Position-12-$0
JPMORGAN CHASE & CODecreased-7-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Quinn Opportunity Partners LLC228,282$2.4B0.10%Share
2Arkadios Wealth Advisors106,630$1.0B0.02%Share
3Trium Capital LLP23,657$252.0M0.20%Share
4DEARBORN PARTNERS LLC14,053$210.0M0.01%Share
5CSS LLC/IL12,209$130.0M0.01%Share
6UBS Group AG5,351$57.0M0.00%Share
7Sunbelt Securities, Inc.4,315$46.0M0.00%Share
8NISA INVESTMENT ADVISORS, LLC525$5.0M0.00%Share
9UBS Group AG239$2.0M0.00%Share
10VANGUARD GROUP INC147,416$1.0M0.00%Share
11Westside Investment Management, Inc.125$1.0M0.00%Share
12Cambridge Investment Research Advisors, Inc.119,790$1.0M0.00%Share
13Daytona Street Capital LLC768$8K0.01%Share
14VISION FINANCIAL MARKETS LLC196$2K0.00%Share
15Covestor Ltd50$1K0.00%Share
16MORGAN STANLEY372$00.00%Share
17MORGAN STANLEY1$00.00%Share
18MORGAN STANLEY5,050$00.00%Share
19BlackRock, Inc.674$00.00%Share
20BlackRock, Inc.77$00.00%Share
21BlackRock, Inc.7,904$00.00%Share
22BlackRock, Inc.43,380$00.00%Share
23BlackRock, Inc.14$00.00%Share
24Inspire Investing, LLC20$00.00%Share
25Newbridge Financial Services Group, Inc.67$00.00%Share
26HIGHLINE WEALTH PARTNERS LLC62$00.00%Share
27OSAIC HOLDINGS, INC.74$00.00%Share
28WELLS FARGO & COMPANY/MN1$00.00%Share
29BARCLAYS PLC4,658$00.00%Share
30RBF Capital, LLC57,954$00.00%Share
31UBS Group AG59$00.00%Share
32RENAISSANCE TECHNOLOGIES LLC14,900$00.00%Share
33MILLENNIUM MANAGEMENT LLC78,142$00.00%Share
34Tower Research Capital LLC (TRC)274$00.00%Share
35BANK OF AMERICA CORP /DE/2,276$00.00%Share
36BANK OF AMERICA CORP /DE/109$00.00%Share
37BANK OF AMERICA CORP /DE/3$00.00%Share
38NORTHERN TRUST CORP8,652$00.00%Share
39NORTHERN TRUST CORP10,254$00.00%Share
40NORTHERN TRUST CORP12$00.00%Share
41DIMENSIONAL FUND ADVISORS LP39,225$00.00%Share
42DIMENSIONAL FUND ADVISORS LP2,080$00.00%Share
43DIMENSIONAL FUND ADVISORS LP100$00.00%Share
44DIMENSIONAL FUND ADVISORS LP1,013$00.00%Share
45JPMORGAN CHASE & CO17$00.00%Share
46Clearstead Advisors, LLC64$00.00%Share
47Arkadios Wealth Advisors6,465$00.00%Share
48Ritter Daniher Financial Advisory LLC / DE14,000$00.00%Share
49STATE STREET CORP14,882$00.00%Share
50VANGUARD GROUP INC1,279$00.00%Share

BHM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202539$4.1B+8
Q3 202531$6.3B-1
Q2 202532$7.0B-7
Q1 202539$8.5B-5
Q4 202444$9.8B+6
Q3 202438$10.8B-2
Q2 202440$11.0B+3
Q1 202437$9.4B

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold BHM (Bluerock Homes Trust, Inc.). The largest holder is Quinn Opportunity Partners LLC with $2.4B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BHM?

As of Q4 2025, 50 institutional investors report holding BHM (Bluerock Homes Trust, Inc.) in their 13F filings.

Who is the largest institutional holder of BHM?

The largest institutional holder of BHM is Quinn Opportunity Partners LLC with $2.4B in shares.

Is institutional ownership of BHM increasing or decreasing?

This quarter, 10 institutions opened new positions in BHM and 2 closed their positions.