Institutional Ownership Bluerock Homes Trust, Inc. (BHM)
This table provides information about the institutional ownership of Bluerock Homes Trust, Inc. (BHM). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 990,065 shares, which have been reported (via 13F filing form) to have a value of $8.92 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
110
shares
|
$991
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
75
shares
|
$675
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
71
shares
|
$639
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
64
shares
|
$576
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
62
shares
|
$558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
50
shares
|
$450
0.0% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24
shares
|
$216
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12
shares
|
$108
0.0% of portfolio
|
Q2 2025
Reduced 90.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|