BLUEROCK HOMES TRUST INC (BHM)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
37
Reporting holders
$9.1M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 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 |
| 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 |
| STATE STREET CORP | $135.8K | 14,882 | 0.00% | 15q | HELD |
| 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% |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 284,258 | 0.00% | 15q | +100.2%+$1.3K |
| 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 |
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 | 37 | $9.1M | 994,559 | 5 | 9 | 6 | 0.0% |
| Q1 2026 | 37 | $11.0M | 962,205 | 2 | 7 | 11 | 0.0% |
| Q4 2025 | 38 | $11.2M | 1,044,525 | 5 | 7 | 9 | 0.0% |
| Q3 2025 | 34 | $11.3M | 945,424 | 1 | 6 | 9 | 0.0% |
| Q2 2025 | 37 | $11.8M | 943,848 | 2 | 10 | 9 | 0.0% |
| Q1 2025 | 35 | $10.4M | 912,973 | 0 | 4 | 10 | 0.0% |
| Q4 2024 | 42 | $12.0M | 900,675 | 5 | 4 | 9 | 0.0% |
| Q3 2024 | 37 | $13.0M | 871,369 | 2 | 3 | 6 | 0.0% |
| Q2 2024 | 40 | $15.5M | 885,624 | 4 | 8 | 9 | 0.0% |
| Q1 2024 | 37 | $15.0M | 882,123 | 3 | 7 | 9 | 0.0% |
| Q4 2023 | 39 | $12.6M | 896,582 | 4 | 4 | 11 | 0.0% |
| Q3 2023 | 37 | $12.5M | 966,557 | 3 | 6 | 14 | 0.0% |
| Q2 2023 | 48 | $18.8M | 1,163,126 | 8 | 6 | 22 | 0.0% |
| Q1 2023 | 54 | $27.5M | 1,322,340 | 6 | 13 | 12 | 4.8% |
| Q4 2022 | 57 | $31.8M | 1,308,396 | 54 | 2 | 0 | 13.7% |
| Q3 2022 | 5 | $559.0K | 15,925 | 5 | 0 | 0 | 41.7% |