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 39 institutions that hold shares in the stock, with a total of 1.05 Million shares, which have been reported (via 13F filing form) to have a value of $13 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
131
shares
|
$1,625
0.0% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
125
shares
|
$1,551
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
110
shares
|
$1,365
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
85
shares
|
$1,054
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
71
shares
|
$881
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
64
shares
|
$794
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
62
shares
|
$769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
50
shares
|
$620
0.0% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
46
shares
|
$570
0.0% of portfolio
|
Q1 2025
Reduced 95.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
27
shares
|
$335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23
shares
|
$285
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12
shares
|
$148
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 |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|