Bluerock Homes Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| QUINN OPPORTUNITY PARTNERS LLC | 08/14/2026 | 228.28 K | $2.05 M | 0.00% | 5.79% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 148.40 K | $1.34 M | 1.11% | 3.77% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 142.13 K | $1.28 M | 0.10% | 3.61% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 121.77 K | $1.10 M | 11.05% | 3.09% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 85.40 K | $768.56 K | -3.07% | 2.17% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 66.76 K | $600.85 K | 0.00% | 1.69% |
| RBF CAPITAL, LLC | 08/14/2026 | 57.95 K | $521.59 K | 0.00% | 1.47% |
| BLACKROCK, INC. | 08/07/2026 | 53.78 K | $484.02 K | 1.88% | 1.36% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 39.93 K | $359.36 K | -2.12% | 1.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 38.86 K | $349.86 K | -3.86% | 0.99% |
| SNS FINANCIAL GROUP, LLC | 08/11/2026 | 35.14 K | $316.29 K | 100.00% | 0.89% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 19.67 K | $177.06 K | 0.66% | 0.50% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 07/14/2026 | 17.57 K | $158.14 K | 1.06% | 0.45% |
| STATE STREET CORP | 09/22/2026 | 14.88 K | $135.80 K | 0.00% | 0.38% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 14.50 K | $130.50 K | -3.33% | 0.37% |
| CSS LLC/IL | 08/14/2026 | 12.21 K | $109.88 K | 0.00% | 0.31% |
| DEARBORN PARTNERS LLC | 08/17/2026 | 10.15 K | $132.09 K | -27.75% | 0.26% |
| UBS GROUP AG | 08/13/2026 | 5.41 K | $48.69 K | 0.00% | 0.14% |
| BARCLAYS PLC | 08/14/2026 | 4.67 K | $42.04 K | 0.28% | 0.12% |
| MORGAN STANLEY | 08/13/2026 | 1.62 K | $14.56 K | -11.49% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 1.28 K | $11.51 K | 0.00% | 0.03% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 768 | $6.84 K | 0.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 528 | $4.75 K | -1.86% | 0.01% |
| VISION FINANCIAL MARKETS LLC | 07/24/2026 | 201 | $1.82 K | 1.01% | 0.01% |
| IFG ADVISORY, LLC | 08/14/2026 | 129 | $1.16 K | 100.00% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 07/27/2026 | 125 | $1.13 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 84 | $756 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 76 | $689 | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 71 | $639 | 184.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 67 | $603 | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 64 | $576 | 0.00% | 0.00% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 28 | $252 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 23 | $207 | 100.00% | 0.00% |
| INSPIRE INVESTING, LLC | 08/12/2026 | 21 | $185 | 5.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 17 | $157 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 17 | $153 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $5 | 100.00% | 0.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| MAGNOLIA WEALTH MANAGEMENT, LLC | 07/14/2026 | 0 | $0 | -100.00% | 0.00% |
| COVESTOR LTD | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
Bluerock Homes Trust Inc institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Bluerock Homes Trust Inc. The most heavily invested institutionals were:
Quinn Opportunity Partners LLC: 228,282
VANGUARD CAPITAL MANAGEMENT LLC: 148,398
Cambridge Investment Research Advisors, Inc.: 142,129
Arkadios Wealth Advisors: 121,770
MILLENNIUM MANAGEMENT LLC: 85,395
TUDOR INVESTMENT CORP ET AL: 66,761
28.48% of Bluerock Homes Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.35 M shares in the last 24 months. This purchase volume represents approximately $14.21 M in transactions.