| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Sanda Par Olof | 14% | $6,090,520 | 570,749 | Sanda Par Olof | 31 Dec 2025 | |||
| Radoff Bradley Louis | 8.7% | $4,854,784 | 344,800 | Radoff Bradley Louis | 31 Dec 2024 | |||
| HEDGEHOG CAPITAL LLC | 8.5% | $4,484,623 | 337,952 | David T. Lu | 31 Dec 2024 |
As of 31 Dec 2025, 28 institutional investors reported holding 865,236 shares of Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM). This represents 21% of the company’s total 4,047,865 outstanding shares.
The largest institutional shareholders of Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM) together control 21% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 5.6% | 228,282 | 0% | 0.11% | $2,435,769 |
| VANGUARD GROUP INC | 4.2% | 168,239 | -1.3% | 0% | $1,795,110 |
| Cambridge Investment Research Advisors, Inc. | 3% | 119,790 | +7.7% | 0% | $1,278,000 |
| Arkadios Wealth Advisors | 2.8% | 113,095 | -0.51% | 0.02% | $1,206,724 |
| BlackRock, Inc. | 1.3% | 52,049 | +0.66% | 0% | $555,364 |
| DIMENSIONAL FUND ADVISORS LP | 1% | 42,418 | -0.02% | 0% | $452,694 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 38,768 | +4.9% | 0% | $413,757 |
| Trium Capital LLP | 0.58% | 23,657 | 0% | 0.2% | $252,420 |
| RENAISSANCE TECHNOLOGIES LLC | 0.37% | 14,900 | -8% | 0% | $158,983 |
| STATE STREET CORP | 0.37% | 14,882 | 0% | 0% | $160,651 |
| DEARBORN PARTNERS LLC | 0.35% | 14,053 | 0.01% | $210,795 | |
| Ritter Daniher Financial Advisory LLC / DE | 0.35% | 14,000 | 0.03% | $149,380 | |
| UBS Group AG | 0.14% | 5,649 | +4.1% | 0% | $60,275 |
| MORGAN STANLEY | 0.13% | 5,461 | +1.6% | 0% | $58,272 |
| BARCLAYS PLC | 0.12% | 4,658 | -0.09% | 0% | $49,701 |
| Kestra Advisory Services, LLC | 0.08% | 3,243 | 0% | $34,603 | |
| Daytona Street Capital LLC | 0.02% | 768 | 0% | 0.01% | $8,195 |
| NISA INVESTMENT ADVISORS, LLC | 0.01% | 525 | -53% | 0% | $5,667 |
| VISION FINANCIAL MARKETS LLC | 0% | 196 | +1% | 0% | $2,092 |
| MAI Capital Management | 0% | 179 | 0% | 0% | $1,910 |
| Westside Investment Management, Inc. | 0% | 125 | 0% | 0% | $1,334 |
| Arax Advisory Partners | 0% | 71 | 0% | 0% | $758 |
| Newbridge Financial Services Group, Inc. | 0% | 67 | -39% | 0% | $715 |
| Clearstead Advisors, LLC | 0% | 64 | 0% | 0% | $683 |
| HIGHLINE WEALTH PARTNERS LLC | 0% | 62 | 0% | 0% | $662 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 865,236 | $9,294,881 | +$462,391 | $10.67 | 28 |
| 2025 Q3 | 1,056,648 | $12,661,037 | +$115,214 | $11.98 | 35 |
| 2025 Q2 | 1,046,465 | $13,107,652 | +$129,393 | $12.52 | 37 |
| 2025 Q1 | 1,036,074 | $11,783,234 | -$103,010 | $11.37 | 37 |
| 2024 Q4 | 1,045,150 | $13,868,496 | -$1,111,842 | $13.27 | 44 |
| 2024 Q3 | 1,036,441 | $16,668,320 | +$90,097 | $14.95 | 40 |
| 2024 Q2 | 1,004,629 | $17,581,306 | +$690,568 | $17.50 | 41 |
| 2024 Q1 | 965,180 | $16,378,801 | +$83,223 | $16.97 | 40 |
| 2023 Q4 | 962,477 | $13,478,876 | -$505,705 | $13.99 | 41 |
| 2023 Q3 | 1,006,498 | $13,004,217 | -$3,089,808 | $12.92 | 38 |
| 2023 Q2 | 1,206,384 | $19,470,962 | -$4,864,785 | $16.14 | 51 |
| 2023 Q1 | 1,492,045 | $29,565,280 | -$2,690,725 | $19.82 | 63 |
| 2022 Q4 | 1,620,350 | $34,539,520 | +$33,660,582 | $21.31 | 71 |
| 2022 Q3 | 15,925 | $326,000 | +$125,000 | $20.27 | 4 |