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
4,047,865
Price per share
$9.16
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

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
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