BLUEROCK HOMES TRUST INC (BHM)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.6M | 284,258 | 0.00% | 15q | +100.2%+$1.3M |
| Quinn Opportunity Partners LLC | $2.1M | 228,282 | 0.10% | 15q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3M | 148,398 | 0.00% | 2q | +1.1%+$14.6K |
| Arkadios Wealth Advisors | $1.1M | 121,770 | 0.02% | 11q | +11.1%+$109.1K |
| MILLENNIUM MANAGEMENT LLC | $768.6K | 85,395 | 0.00% | 15q | -3.1%-$24.4K |
| TUDOR INVESTMENT CORP ET AL | $600.8K | 66,761 | 0.00% | 15q | HELD |
| RBF Capital, LLC | $521.6K | 57,954 | 0.02% | 13q | HELD |
| BlackRock, Inc. | $484.0K | 53,780 | 0.00% | 8q | +1.9%+$8.9K |
| DEARBORN PARTNERS LLC | $365.5K | 24,206 | 0.01% | 3q | +72.2%+$153.3K |
| DIMENSIONAL FUND ADVISORS LP | $359.4K | 39,926 | 0.00% | 15q | -2.1%-$7.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $349.9K | 38,862 | 0.00% | 15q | -3.9%-$14.0K |
| Bluespring Wealth Management, LLC | $316.3K | 35,143 | 0.01% | new | NEW |
| STATE STREET CORP | $271.6K | 29,764 | 0.00% | 15q | +100.0%+$135.8K |
| VANGUARD FIDUCIARY TRUST CO | $177.1K | 19,673 | 0.00% | 2q | +0.7%+$1.2K |
| Ritter Daniher Financial Advisory LLC / DE | $158.1K | 17,571 | 0.02% | 3q | +1.1%+$1.7K |
| RENAISSANCE TECHNOLOGIES LLC | $130.5K | 14,500 | 0.00% | 11q | -3.3%-$4.5K |
| CSS LLC/IL | $109.9K | 12,209 | 0.00% | 15q | HELD |
| UBS Group AG | $48.7K | 5,410 | 0.00% | 15q | HELD |
| BARCLAYS PLC | $42.0K | 4,671 | 0.00% | 15q | HELD |
| MORGAN STANLEY | $14.6K | 1,617 | 0.00% | 15q | -11.5%-$1.9K |
| Vanguard Global Advisers, LLC | $11.5K | 1,279 | 0.00% | 2q | HELD |
| Daytona Street Capital LLC | $6.8K | 768 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $4.8K | 528 | 0.00% | 15q | -1.9% |
| VISION FINANCIAL MARKETS LLC | $1.8K | 201 | 0.00% | 7q | +1.0% |
| IFG Advisory, LLC | $1.2K | 129 | 0.00% | new | NEW |
| Westside Investment Management, Inc. | $1.1K | 125 | 0.00% | 13q | HELD |
| Integrated Wealth Concepts LLC | $756 | 84 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $689 | 76 | 0.00% | new | NEW |
| Arax Advisory Partners | $639 | 71 | 0.00% | 15q | +184.0% |
| NFSG Corp | $603 | 67 | 0.00% | 15q | HELD |
| Clearstead Advisors, LLC | $576 | 64 | 0.00% | 13q | HELD |
| Strategic Wealth Partners, Ltd. | $252 | 28 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $207 | 23 | 0.00% | new | NEW |
| Inspire Investing, LLC | $185 | 21 | 0.00% | 3q | +5.0% |
| JPMORGAN CHASE & CO | $157 | 17 | 0.00% | 15q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $153 | 17 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $5 | 1 | 0.00% | 15q | HELD |
| Covestor Ltd | $0 | 50 | 0.00% | 11q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-06 | 2026-09-30 | Acquisition or disposal completed | filing |
| 2026-09-02 | 2026-08-27 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 38 | $11.8M | 1,293,699 | 5 | 11 | 6 | 0.0% |
| Q1 2026 | 39 | $12.6M | 1,104,244 | 2 | 8 | 11 | 0.0% |
| Q4 2025 | 40 | $12.5M | 1,164,365 | 5 | 8 | 9 | 0.0% |
| Q3 2025 | 36 | $12.7M | 1,056,672 | 1 | 7 | 9 | 0.0% |
| Q2 2025 | 39 | $13.1M | 1,046,516 | 2 | 11 | 9 | 0.0% |
| Q1 2025 | 38 | $11.8M | 1,036,124 | 0 | 4 | 11 | 0.0% |
| Q4 2024 | 45 | $13.9M | 1,045,201 | 5 | 6 | 9 | 0.0% |
| Q3 2024 | 41 | $16.7M | 1,036,506 | 3 | 4 | 6 | 0.0% |
| Q2 2024 | 43 | $17.6M | 1,004,821 | 4 | 9 | 9 | 0.0% |
| Q1 2024 | 41 | $16.6M | 976,899 | 3 | 8 | 10 | 0.0% |
| Q4 2023 | 43 | $13.6M | 971,571 | 6 | 5 | 11 | 0.0% |
| Q3 2023 | 39 | $13.0M | 1,007,641 | 3 | 6 | 15 | 0.0% |
| Q2 2023 | 52 | $19.5M | 1,206,418 | 9 | 6 | 23 | 0.0% |
| Q1 2023 | 64 | $30.9M | 1,494,075 | 6 | 15 | 16 | 4.3% |
| Q4 2022 | 74 | $40.0M | 1,621,634 | 69 | 2 | 0 | 13.5% |
| Q3 2022 | 5 | $559.0K | 15,925 | 5 | 0 | 0 | 41.7% |