Bluerock Homes Trust Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 168.24 K | $1.80 B | -1.27% | 4.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 119.79 K | $1.28 M | 7.73% | 3.07% |
| ARKADIOS WEALTH ADVISORS | 02/13/2026 | 113.10 K | $1.21 M | -0.51% | 2.90% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 78.14 K | $833.78 K | 17.30% | 2.00% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 66.76 K | $712.34 K | 0.00% | 1.71% |
| BLACKROCK, INC. | 02/12/2026 | 52.05 K | $555.36 K | 0.66% | 1.34% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 42.42 K | $452.69 K | -0.02% | 1.09% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 38.77 K | $413.76 M | 4.92% | 0.99% |
| TRIUM CAPITAL LLP | 01/22/2026 | 23.66 K | $252.42 K | 0.00% | 0.61% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 14.90 K | $158.98 K | -8.02% | 0.38% |
| STATE STREET CORP | 02/13/2026 | 14.88 K | $160.65 K | 0.00% | 0.38% |
| DEARBORN PARTNERS LLC | 02/11/2026 | 14.05 K | $210.80 K | 100.00% | 0.36% |
| RITTER DANIHER FINANCIAL ADVISORY LLC / DE | 02/10/2026 | 14.00 K | $149.38 K | 100.00% | 0.36% |
| CSS LLC/IL | 02/17/2026 | 12.21 K | $130.27 K | 0.00% | 0.31% |
| UBS GROUP AG | 01/29/2026 | 5.65 K | $60.28 K | 4.13% | 0.14% |
| MORGAN STANLEY | 02/13/2026 | 5.46 K | $58.27 K | 1.62% | 0.14% |
| BARCLAYS PLC | 02/13/2026 | 4.66 K | $49.70 K | -0.09% | 0.12% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 3.24 K | $34.60 K | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.39 K | $25.48 M | 0.00% | 0.06% |
| 01/21/2026 | 768 | $8.20 M | 100.00% | 0.02% | |
| NISA INVESTMENT ADVISORS, LLC | 01/15/2026 | 525 | $5.67 K | -53.42% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 274 | $2.92 M | -10.75% | 0.01% |
| VISION FINANCIAL MARKETS LLC | 01/22/2026 | 196 | $2.09 K | 1.03% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 179 | $1.91 K | 0.00% | 0.00% |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | 01/23/2026 | 125 | $1.33 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 74 | $800 | -43.94% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 71 | $758 | 0.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 67 | $715 | -39.09% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 64 | $683 | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 62 | $662 | 0.00% | 0.00% |
| COVESTOR LTD | 02/06/2026 | 50 | $1.00 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 17 | $181 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/11/2026 | 17 | $177 | -29.17% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $9 | 100.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
Bluerock Homes Trust Inc institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of Bluerock Homes Trust Inc. The most heavily invested institutionals were:
VANGUARD GROUP INC: 168,239
Cambridge Investment Research Advisors, Inc.: 119,790
Arkadios Wealth Advisors: 113,095
MILLENNIUM MANAGEMENT LLC: 78,142
TUDOR INVESTMENT CORP ET AL: 66,761
RBF Capital, LLC: 57,954
13.44% of Bluerock Homes Trust Inc stock is owned by institutional investors.
Institutional investors have bought a total of 910.24 K shares in the last 24 months. This purchase volume represents approximately $10.47 M in transactions.