Latest Period
Q4 2025
Security Snapshot
Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM) Institutional Ownership
CUSIP: 09631H100
13F Institutional Holders and Ownership History from Q3 2022 to Q1 2026
Institutions Reporting
38
Shares (Excl. Options)
1,106,291
Price
$10.67
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- Type / Class
- Equity / Class A Common Stock, $0.01 par value per share
- Symbol
- BHM on NYSE
- Shares outstanding
- 4,047,865
- Price per share
- $11.36
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,106,291
- Total reported value
- $11,866,953
- % of total 13F portfolios
- 0%
- Share change
- +48,925
- Value change
- +$582,675
- Number of holders
- 38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- BHM - Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share is tracked under CUSIP 09631H100.
- 38 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 38 to 15 between Q4 2025 and Q1 2026.
- Reported value moved from $11,866,953 to $4,257,739.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 38 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 09631H100?
CUSIP 09631H100 identifies BHM - Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 09631H100:
Significant Owners of Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM) based on Schedule 13D/G filings
| 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, 38 institutional investors reported holding 1,106,291 shares of Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM). This represents 27% of the company’s total 4,047,865 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM) together control 27% 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 |
| MILLENNIUM MANAGEMENT LLC | 1.9% | 78,142 | +17% | 0% | $833,775 |
| TUDOR INVESTMENT CORP ET AL | 1.6% | 66,761 | 0% | 0% | $712,340 |
| RBF Capital, LLC | 1.4% | 57,954 | 0% | 0.03% | $618,369 |
| 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 |
| NORTHERN TRUST CORP | 0.47% | 18,918 | -0.58% | 0% | $201,855 |
| 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 | |
| CSS LLC/IL | 0.3% | 12,209 | 0% | 0.01% | $130,270 |
| 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 |
| Sunbelt Securities, Inc. | 0.11% | 4,315 | +0.4% | 0% | $46,044 |
| Kestra Advisory Services, LLC | 0.08% | 3,243 | 0% | $34,603 | |
| BANK OF AMERICA CORP /DE/ | 0.06% | 2,388 | 0% | 0% | $25,480 |
| Daytona Street Capital LLC | 0.02% | 768 | 0% | 0.01% | $8,195 |
| NISA INVESTMENT ADVISORS, LLC | 0.01% | 525 | -53% | 0% | $5,667 |
Institutional Holders of Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 374,787 | $4,257,739 | -$19,974 | $11.36 | 15 |
| 2025 Q4 | 1,106,291 | $11,866,953 | +$582,675 | $10.67 | 38 |
| 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 |