Bluerock Homes Trust, Inc. - Class A Common Stock, $0.01 par value per share (BHM) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2022 to Q4 2025

Type / Class
Equity / Class A Common Stock, $0.01 par value per share
Symbol
BHM on NYSE
Shares outstanding
3,963,218
Price per share
$10.67
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,056,648
Total reported value
$12,661,037
% of total 13F portfolios
0%
Share change
+10,134
Value change
+$115,214
Number of holders
35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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
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 30 Sep 2025, 35 institutional investors reported holding 1,056,648 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 3,963,218 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 5.8% 228,282 0% 0.2% $2,734,818
VANGUARD GROUP INC 4.3% 170,402 0% 0% $2,041,415
Arkadios Wealth Advisors 2.9% 113,676 +26% 0.03% $1,361,845
Cambridge Investment Research Advisors, Inc. 2.8% 111,198 +8.4% 0% $1,332,000
TUDOR INVESTMENT CORP ET AL 1.7% 66,761 0% 0.01% $799,797
MILLENNIUM MANAGEMENT LLC 1.7% 66,619 -0.04% 0% $798,096
RBF Capital, LLC 1.5% 57,954 0% 0.03% $694,289
BlackRock, Inc. 1.3% 51,707 +0.44% 0% $619,450
DIMENSIONAL FUND ADVISORS LP 1.1% 42,425 -0.88% 0% $508,224
GEODE CAPITAL MANAGEMENT, LLC 0.93% 36,951 -5.8% 0% $442,794
Trium Capital LLP 0.6% 23,657 -14% 0.11% $283,411
NORTHERN TRUST CORP 0.48% 19,029 -15% 0% $227,968
RENAISSANCE TECHNOLOGIES LLC 0.41% 16,200 +1.2% 0% $194,076
STATE STREET CORP 0.38% 14,882 -1.3% 0% $180,147
CSS LLC/IL 0.31% 12,209 0% 0.01% $146,264
UBS Group AG 0.14% 5,425 +0.18% 0% $64,992
MORGAN STANLEY 0.14% 5,374 +0.04% 0% $64,386
BARCLAYS PLC 0.12% 4,662 -4.9% 0% $55,851
Sunbelt Securities, Inc. 0.11% 4,298 -19% 0% $51,485
BANK OF AMERICA CORP /DE/ 0.06% 2,388 -5.5% 0% $28,608
NISA INVESTMENT ADVISORS, LLC 0.03% 1,127 0% 0% $13,642
Tower Research Capital LLC (TRC) 0.01% 307 +2.7% 0% $3,678
VISION FINANCIAL MARKETS LLC 0% 194 +0.52% 0% $2,324
MAI Capital Management 0% 179 0% 0% $2,145
OSAIC HOLDINGS, INC. 0% 132 +0.76% 0% $1,620

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
2025 Q4 25,275 $269,751 -$6,936 $10.67 6
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