Bluerock Homes Trust, Inc. - BHM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | History | No change | 228,282 | 2,435 | 0.1% | 0.19% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 168,239 | 1,795 | 0.0% | 0.0% | 2 | -2,163 | -1.27% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 119,790 | 1,278 | 0.0% | 0.0% | 3 | +8,592 | 7.73% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 113,095 | 1,206 | 0.02% | 0.03% | 4 | -581 | -0.51% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 78,142 | 833 | 0.0% | 0.0% | 5 | +11,523 | 17.3% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 66,761 | 712 | 0.0% | 3.71% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 57,954 | 618 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 52,049 | 555 | 0.0% | 0.0% | 8 | +342 | 0.66% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 42,418 | 452 | 0.0% | 0.0% | 9 | -7 | -0.02% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 38,768 | 413 | 0.0% | 0.0% | 10 | +1,817 | 4.92% | Q4 2025 | Feb 09, 2026 |
| Trium Capital LLP | History | No change | 23,657 | 252 | 0.2% | 0.11% | 11 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DEARBORN PARTNERS LLC | History | New | 14,053 | 210 | 0.01% | — | 12 | +14,053 | New | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,918 | 201 | 0.0% | 0.0% | 13 | -111 | -0.58% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | No change | 14,882 | 160 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 14,900 | 158 | 0.0% | 0.0% | 15 | -1,300 | -8.02% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 14,000 | 149 | 0.02% | — | 16 | +14,000 | New | Q4 2025 | Feb 10, 2026 |
| CSS LLC/IL | History | No change | 12,209 | 130 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 5,649 | 60 | 0.0% | 0.0% | 18 | +224 | 4.13% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 5,461 | 58 | 0.0% | 0.0% | 19 | +87 | 1.62% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 4,658 | 49 | 0.0% | 0.0% | 20 | -4 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 4,315 | 46 | 0.0% | 0.0% | 21 | +17 | 0.4% | Q4 2025 | Feb 20, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,243 | 34 | 0.0% | — | 22 | +3,243 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,388 | 25 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 768 | 8 | 0.01% | — | 24 | +768 | New | Q4 2025 | Jan 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 525 | 5 | 0.0% | 0.0% | 25 | -602 | -53.42% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 274 | 2 | 0.0% | 0.0% | 27 | -33 | -10.75% | Q4 2025 | Feb 17, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 196 | 2 | 0.0% | 0.0% | 26 | +2 | 1.03% | Q4 2025 | Jan 22, 2026 |
| MAI Capital Management | History | No change | 179 | 1 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 125 | 1 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Covestor Ltd | History | No change | 50 | 1 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -75 | -100.0% | Q3 2025 | Nov 18, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 74 | 0 | — | 0.0% | — | -58 | -43.94% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 67 | 0 | — | 0.0% | — | -43 | -39.09% | Q4 2025 | Jan 21, 2026 |
| Inspire Investing, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 17 | 0 | — | — | — | -7 | -29.17% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |