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 | 11/13/2025 | 228.28 K | $2.73 M | 0.00% | 5.86% |
| VANGUARD GROUP INC | 11/07/2025 | 170.40 K | $2.04 M | 0.00% | 4.37% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 113.68 K | $1.36 M | 26.44% | 2.92% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 111.20 K | $1.33 M | 8.36% | 2.85% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2025 | 66.76 K | $799.80 K | 0.00% | 1.71% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 66.62 K | $798.10 K | -0.04% | 1.71% |
| RBF CAPITAL, LLC | 11/14/2025 | 57.95 K | $694.29 K | 0.00% | 1.49% |
| BLACKROCK, INC. | 11/12/2025 | 51.71 K | $619.45 K | 0.44% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 42.43 K | $508.22 K | -0.88% | 1.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 36.95 K | $442.79 K | -5.79% | 0.95% |
| TRIUM CAPITAL LLP | 10/16/2025 | 23.66 K | $283.41 K | -13.59% | 0.61% |
| NORTHERN TRUST CORP | 11/14/2025 | 19.03 K | $227.97 K | -15.05% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 16.20 K | $194.08 K | 1.25% | 0.42% |
| STATE STREET CORP | 11/14/2025 | 14.88 K | $180.15 K | -1.33% | 0.38% |
| CSS LLC/IL | 11/13/2025 | 12.21 K | $146.26 K | 0.00% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 5.43 K | $64.99 K | 0.18% | 0.14% |
| MORGAN STANLEY | 11/14/2025 | 5.37 K | $64.39 K | 0.02% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 4.66 K | $55.85 K | -4.86% | 0.12% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 4.30 K | $51.49 K | -19.04% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.39 K | $28.61 K | -5.46% | 0.06% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 1.13 K | $13.64 K | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 307 | $3.68 K | 2.68% | 0.01% |
| VISION FINANCIAL MARKETS LLC | 11/06/2025 | 194 | $2.32 K | 0.52% | 0.01% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 179 | $2.15 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 132 | $1.62 K | 0.76% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 11/04/2025 | 125 | $1.50 K | 0.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 110 | $1.32 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 75 | $899 | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 71 | $851 | 0.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 64 | $767 | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 62 | $743 | 0.00% | 0.00% |
| COVESTOR LTD | 10/30/2025 | 50 | $1.00 K | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 24 | $288 | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 17 | $204 | -5.56% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 12 | $144 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NAVIS WEALTH ADVISORS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BEACON CAPITAL MANAGEMENT, LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| TRANSCE3ND, LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
Bluerock Homes Trust, Inc. institutional Ownership - FAQ's
During the previous two years, 41 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 GROUP INC: 170,402
Arkadios Wealth Advisors: 113,676
Cambridge Investment Research Advisors, Inc.: 111,198
TUDOR INVESTMENT CORP ET AL: 66,761
MILLENNIUM MANAGEMENT LLC: 66,619
27.12% of Bluerock Homes Trust, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.11 M shares in the last 24 months. This purchase volume represents approximately $13.26 M in transactions.