Bluerock Homes Trust, Inc. (BHM) — Institutional Holders, Q2 2026
37 institutional investment managers reported a BHM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BHM in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- SNS Financial GroupNew · +35,143 sh+$316.3K
- Arkadios Wealth AdvisorsAdded · +12,119 sh+$109.1K
- VANGUARD CAPITAL MANAGEMENTAdded · +1,624 sh+$14.6K
- BlackRockAdded · +990 sh+$8.9K
- Ritter Daniher Financial Advisory / DEAdded · +185 sh+$1.7K
Biggest sellers
- NORTHERNSold out · -18,812 sh-$169.3K
- MILLENNIUM MANAGEMENTTrimmed · -2,709 sh-$24.4K
- GEODE CAPITAL MANAGEMENTTrimmed · -1,560 sh-$14.0K
- DIMENSIONAL FUND ADVISORSTrimmed · -866 sh-$7.8K
- RENAISSANCE TECHNOLOGIESTrimmed · -499 sh-$4.5K
BHM 13F holders ranked 1–37 of 37
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Quinn Opportunity Partners#1 · 228,282 sh | 228,282 | $2.1M | 0.10% | 0.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 148,398 sh | 148,398 | $1.3M | 0.00% | +1.1% |
| 3 | Cambridge Investment Research Advisors#3 · 142,129 sh | 142,129 | $1.3M | <0.01% | +0.1% |
| 4 | Arkadios Wealth Advisors#4 · 121,770 sh | 121,770 | $1.1M | 0.02% | +11.1% |
| 5 | MILLENNIUM MANAGEMENT#5 · 85,395 sh | 85,395 | $768.6K | <0.01% | -3.1% |
| 6 | TUDOR INVESTMENT ET AL#6 · 66,761 sh | 66,761 | $600.8K | <0.01% | 0.0% |
| 7 | RBF Capital#7 · 57,954 sh | 57,954 | $521.6K | 0.02% | 0.0% |
| 8 | BlackRock#8 · 53,780 sh | 53,780 | $484.0K | 0.00% | +1.9% |
| 9 | DIMENSIONAL FUND ADVISORS#9 · 39,926 sh | 39,926 | $359.4K | <0.01% | -2.1% |
| 10 | GEODE CAPITAL MANAGEMENT#10 · 38,862 sh | 38,862 | $349.9K | 0.00% | -3.9% |
| 11 | SNS Financial Group#11 · 35,143 sh | 35,143 | $316.3K | <0.01% | New |
| 12 | DEARBORN PARTNERS#12 · 14,053 sh | 14,053 | $233.4K | 0.01% | 0.0% |
| 13 | VANGUARD FIDUCIARY#13 · 19,673 sh | 19,673 | $177.1K | 0.00% | +0.7% |
| 14 | Ritter Daniher Financial Advisory / DE#14 · 17,571 sh | 17,571 | $158.1K | 0.02% | +1.1% |
| 15 | STATE STREET#15 · 14,882 sh | 14,882 | $135.8K | 0.00% | 0.0% |
| 16 | RENAISSANCE TECHNOLOGIES#16 · 14,500 sh | 14,500 | $130.5K | <0.01% | -3.3% |
| 17 | CSS#17 · 12,209 sh | 12,209 | $109.9K | <0.01% | 0.0% |
| 18 | UBS Group AG#18 · 5,410 sh | 5,410 | $48.7K | 0.00% | 0.0% |
| 19 | BARCLAYS PLC#19 · 4,671 sh | 4,671 | $42.0K | 0.00% | +0.3% |
| 20 | MORGAN STANLEY#20 · 1,617 sh | 1,617 | $14.6K | 0.00% | -11.5% |
| 21 | Vanguard Global Advisers#21 · 1,279 sh | 1,279 | $11.5K | 0.00% | 0.0% |
| 22 | Daytona Street Capital#22 · 768 sh | 768 | $6.8K | — | 0.0% |
| 23 | Tower Research Capital (TRC)#23 · 528 sh | 528 | $4.8K | <0.01% | -1.9% |
| 24 | VISION FINANCIAL MARKETS#24 · 201 sh | 201 | $1.8K | — | +1.0% |
| 25 | IFG Advisory#25 · 129 sh | 129 | $1.2K | 0.00% | New |
| 26 | Westside Investment Management#26 · 125 sh | 125 | $1.1K | <0.01% | 0.0% |
| 27 | Integrated Wealth Concepts#27 · 84 sh | 84 | $756.00 | 0.00% | New |
| 28 | OSAIC#28 · 76 sh | 76 | $689.00 | 0.00% | New |
| 29 | SRS Capital Advisors#29 · 71 sh | 71 | $639.00 | 0.00% | +184.0% |
| 30 | Newbridge Financial Services Group#30 · 67 sh | 67 | $603.00 | — | 0.0% |
| 31 | Clearstead Advisors#31 · 64 sh | 64 | $576.00 | 0.00% | 0.0% |
| 32 | Strategic Wealth Partners, Ltd.#32 · 28 sh | 28 | $252.00 | 0.00% | 0.0% |
| 33 | Inspire Investing#33 · 21 sh | 21 | $185.00 | — | +5.0% |
| 34 | JPMORGAN CHASE#34 · 17 sh | 17 | $157.00 | 0.00% | 0.0% |
| 35 | BNP PARIBAS FINANCIAL MARKETS#35 · 17 sh | 17 | $153.00 | 0.00% | 0.0% |
| 36 | WELLS FARGO & COMPANY#36 · 1 sh | 1 | $5.00 | 0.00% | New |
| 37 | Covestor Ltd#37 · 50 sh | 50 | $0.00 | 0.00% | 0.0% |
Funds that sold out of BHM in Q2 2026 (5)
Held BHM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| NORTHERN18,812 sh | 18,812 | $213.7K |
| NISA INVESTMENT ADVISORS350 sh | 350 | $4.0K |
| MAI Capital Management179 sh | 179 | $2.0K |
| Advisory Services Network75 sh | 75 | $852.00 |
| Magnolia Wealth Management20 sh | 20 | $227.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.