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Bluerock Homes Trust (BHM) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Bluerock Homes Trust (NYSEAMERICAN:BHM)

Current
Institutional Ownership
Percentage
56.06%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$686.02K
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$129.56K
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BHM Institutional Buying and Selling by Quarter

Bluerock Homes Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Arkadios Wealth Advisors109,651$1.25M0.0%-3.0%2.668%
5/18/2026 Sunbelt Securities Inc.3,124$35K0.0%-27.6%0.076%
5/7/2026 Dimensional Fund Advisors LP40,792$463K0.0%-3.8%1.046%
2/18/2026 Millennium Management LLC78,142$834K0.0%+17.3%1.925%
2/13/2026 Kestra Advisory Services LLC3,243$35K0.0%N/A0.080%
2/12/2026 Renaissance Technologies LLC14,900$159K0.0%-8.0%0.367%
2/11/2026 Dearborn Partners LLC14,053$150K0.0%N/A0.346%
2/9/2026 Geode Capital Management LLC38,768$414K0.0%+4.9%0.955%
10/29/2025 Arkadios Wealth Advisors113,676$1.36M0.0%+26.4%2.793%
10/16/2025 Trium Capital LLP23,657$283K0.1%-13.6%0.581%
8/8/2025 Quinn Opportunity Partners LLC228,282$2.86M0.2%+0.5%5.609%
8/4/2025 Arkadios Wealth Advisors89,904$1.13M0.0%+5.5%2.209%
5/8/2025Arkadios Wealth Advisors85,177$968K0.0%+28.5%2.151%
4/22/2025Cambridge Investment Research Advisors Inc.99,444$1.13M0.0%-17.7%2.511%
2/17/2025Millennium Management LLC70,750$939K0.0%-2.5%1.787%
2/14/2025Northern Trust Corp23,185$308K0.0%+38.2%0.585%
2/13/2025Quinn Opportunity Partners LLC227,071$3.01M0.2%-2.2%5.734%
2/13/2025Renaissance Technologies LLC16,782$223K0.0%-5.7%0.424%
1/21/2025Navis Wealth Advisors LLC11,170$148K0.2%N/A0.282%
1/15/2025Arkadios Wealth Advisors66,282$880K0.0%+23.1%1.674%
11/18/2024Sunbelt Securities Inc.6,029$90K0.0%+210.5%0.153%
11/16/2024Geode Capital Management LLC38,035$569K0.0%+4.5%0.963%
10/24/2024Arkadios Wealth Advisors53,862$805K0.0%+21.4%1.364%
10/22/2024International Assets Investment Management LLC22,589$3.38M0.0%N/A0.572%
7/29/2024Arkadios Wealth Advisors44,360$776K0.1%+6.2%1.120%
7/26/2024Cambridge Investment Research Advisors Inc.95,499$1.67M0.0%+77.9%2.412%
4/30/2024Arkadios Wealth Advisors41,784$709K0.1%+12.4%1.061%
4/30/2024Navis Wealth Advisors LLC12,532$213K0.3%N/A0.318%
1/25/2024International Assets Investment Management LLC26,721$3.74M0.0%N/A0.690%
1/24/2024Arkadios Wealth Advisors37,169$520K0.0%N/A0.960%
1/24/2024International Assets Investment Management LLC26,721$3.74M0.0%N/A0.690%
10/24/2023Cambridge Investment Research Advisors Inc.17,427$225K0.0%-6.6%0.450%
9/21/2023Barclays PLC4,900$79K0.0%-28.6%0.127%


BHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of Bluerock Homes Trust. The most heavily invested institutionals were International Assets Investment Management LLC ($3.38M), Quinn Opportunity Partners LLC ($2.86M), Arkadios Wealth Advisors ($1.25M), Cambridge Investment Research Advisors Inc. ($1.13M), Millennium Management LLC ($834K), Dimensional Fund Advisors LP ($463K), and Geode Capital Management LLC ($414K).Learn more on Bluerock Homes Trust's institutional investors.

56.06% of Bluerock Homes Trust's stock is owned by institutional investors. Learn more on BHM's institutional investor holdings.

Of the 11 institutional investors that purchased Bluerock Homes Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($71.89K), Cambridge Investment Research Advisors Inc. ($41.82K), International Assets Investment Management LLC ($22.59K), Dearborn Partners LLC ($14.05K), Millennium Management LLC ($11.52K), Navis Wealth Advisors LLC ($11.17K), and Northern Trust Corp ($6.41K).

Institutional investors have bought a total of 60,346 shares in the last 24 months. This purchase volume represents approximately $686.02K in transactions.

The following institutional investors have sold Bluerock Homes Trust stock in the last 24 months: Trium Capital LLP ($3.72K), Arkadios Wealth Advisors ($3.44K), Dimensional Fund Advisors LP ($1.63K), Renaissance Technologies LLC ($1.30K), and Sunbelt Securities Inc. ($1.19K).

Institutional investors have sold a total of 11,281 shares in the last 24 months. This volume of shares sold represents approximately $129.56K in transactions.



This page (NYSEAMERICAN:BHM) was last updated on 5/28/2026 by MarketBeat.com Staff.
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