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 42 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 $14.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
187
shares
|
$2,646
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
176
shares
|
$2,490
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
129
shares
|
$1,825
0.0% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
125
shares
|
$1,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
125
shares
|
$1,768
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
99
shares
|
$1,400
0.0% of portfolio
|
Q3 2023
Reduced 65.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
98
shares
|
$1,386
0.0% of portfolio
|
Q2 2024
Reduced 80.32%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
93
shares
|
$1,315
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
86
shares
|
$1,216
0.0% of portfolio
|
Q4 2023
Reduced 92.03%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
84
shares
|
$1,188
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
71
shares
|
$1,004
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
64
shares
|
$905
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
41
shares
|
$580
0.0% of portfolio
|
Q4 2023
Added 20.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
38
shares
|
$537
0.0% of portfolio
|
Q4 2023
Reduced 47.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
24
shares
|
$339
0.0% of portfolio
|
Q3 2024
Reduced 63.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
18
shares
|
$254
0.0% of portfolio
|
Q1 2024
Reduced 41.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|