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 40 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
187
shares
|
$1,926
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
180
shares
|
$1,854
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179
shares
|
$1,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
129
shares
|
$1,328
0.0% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$1,287
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
96
shares
|
$988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
84
shares
|
$865
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
83
shares
|
$854
0.0% of portfolio
|
Q1 2025
Reduced 73.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
71
shares
|
$731
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
64
shares
|
$659
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
50
shares
|
$515
0.0% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
46
shares
|
$473
0.0% of portfolio
|
Q1 2025
Reduced 95.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25
shares
|
$257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23
shares
|
$236
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|