SEC 13F Intelligence

BHMBLUEROCK HOMES TRUST INC

CUSIP 09631H100 · Yahoo Finance ↗ · Google Finance ↗

Bluerock Homes Trust Inc (BHM) has 39 institutional holders in Filings Flow’s 13F database, together reporting 1.11M shares worth $11M as of Q1 2026. The largest reported holders are Quinn Opportunity Partners LLC, Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
39
Q1 2026
Reported Value
$11M
Ticker
BHM
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 59Q4 ’22Q4 ’25: 39Q4 ’25Q1 ’26: 39Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $14MQ4 ’22Q4 ’25: $11MQ4 ’25Q1 ’26: $11MQ1 ’26Q2 ’26: $158,148Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Trium Capital LLP$142M AUM0.20%$252,42023.7KQ4 2025OLDER
Quinn Opportunity Partners LLC$1.9B AUM0.14%$3M228.3KQ1 2026OLDER
RBF Capital, LLC$2.0B AUM0.03%$658,35758.0KQ1 2026OLDER
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.02%$158,14417.6KQ2 2026
Arkadios Wealth Advisors$6.1B AUM0.02%$1M109.7KQ1 2026OLDER
DEARBORN PARTNERS LLC$1.8B AUM0.01%$233,42014.1KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.01%$8,840768Q1 2026OLDER
CSS LLC/IL$2.1B AUM0.01%$138,69412.2KQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$35,4833.1KQ1 2026OLDER
VISION FINANCIAL MARKETS LLC$102M AUM0.00%$2,251199Q1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$758,40566.8KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M88.1KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$170,38915.0KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$1,420125Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$66262Q4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$6,112538Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$34,6033.2KQ4 2025OLDER
Magnolia Wealth Management, LLC$191M AUM0.00%$22720Q1 2026OLDER
NFSG Corp$608M AUM0.00%$76167Q1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$463,39840.8KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$222,02019.5KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$74770Q1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$2M146.8KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$459,30840.4KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$213,70418.8KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$2M168.2KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$80725Q1 2026OLDER
Inspire Investing, LLC$1.7B AUM0.00%$23120Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$4,020350Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$52,9154.7KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2,034179Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$85275Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$599,69552.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$61,4575.4KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$14,5291.3KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$72864Q1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$170,92014.9KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$58,2725.5KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$14412Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$25,4802.4KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$80074Q4 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$19317Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$19317Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$40Q2 2026
ROYAL BANK OF CANADA$570.1B AUM$025Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.