$BHM

$8.01 -$0.04 (0.44%) Close

$BHM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 3.9M shares outstanding

Who owns BHM?

By type of holder

Institutions 28.8% Insiders 0.0% Everyone else 71.2%

Concentration Top 10 holders own 25.0%

Quinn Opportunity Partners LLC 5.8% · Vanguard Capital Management LLC 3.8%

Institutional ownership

28.8%

+0.8 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

+32.3K

by institutions in Q2 2026

New / sold out

4 / 6

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bluespring Wealth Management, LLC NEW +35.1K
Arkadios Wealth Advisors +12.1K

Biggest sellers in Q2 2026

Northern Trust Corp SOLD OUT −18.8K
Sunbelt Securities, Inc. SOLD OUT −3.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Bluerock Homes Trust Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

+1.2%

+0.30% a year

Each share's claim on the business

−1.2%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years81% 1–3 years12% Under 1 year7%

Quarterly turnover

4.0%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting BHM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
QO Quinn Opportunity Partners LLC	228.3K	5.79%	Unchanged	2022	0.1%
Shares held by quarter Peak holding232.1K (Q3'24) Change over 8 quarters−3.8K Share of the company5.790% Quinn Opportunity Partners LLC's full portfolio →
VC Vanguard Capital Management LLC	148.4K	3.77%	+1.6K (+1.1%)	2022	0.0%
Shares held by quarter Peak holding148.4K (Q2'26) Change over 8 quarters+148.4K Share of the company3.770% Vanguard Capital Management LLC's full portfolio →

Quinn Opportunity Partners LLC

228.3K

% of company

5.79%

Change vs last qtr

Unchanged

Held since

2022

Vanguard Capital Management LLC

148.4K

% of company

3.77%

Change vs last qtr

+1.6K (+1.1%)

Held since

2022

28 more super investors behind a free account

See every manager holding Bluerock Homes Trust Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BHM on Form N-PORT; together they hold 6.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$961K	106.7K	2.71%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$339K	37.6K	0.95%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$961K

% of company

2.71%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$339K

% of company

0.95%

% of the fund

0.00%

As of

June 30, 2026

16 more funds behind a free account

See every fund holding Bluerock Homes Trust Inc and how much of the fund the position is.

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