Bluerock Homes Trust
BHM • AMEX
Bluerock Homes Trust is a reit - residential company in the real estate sector on AMEX, led by R. Ramin Kamfar, with a market cap of $34.3M. As of Q3 2025, 26% of shares are held by 36 institutional investors, with Quinn Opportunity Partners LLC as the largest holder at 5.61%.
Chief Executive OfficerR. Ramin Kamfar
Overview
Overview of institutional ownership in BHM as of Q3 2025 with a market cap of $48.8M
All Institutions
- Institutions
- 36
- Value Held
- $12.7M
- Shares Held
- 1.1M
- Avg Position
- $351.7K
- Median Position
- $53.7K
Hedge Funds
- Hedge Funds
- 5
- Value Held
- $4.8M
- Shares Held
- 401.5K
- Avg Position
- $962.0K
- Median Position
- $798.1K
Ownership Breakdown
Based on market cap of $48.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in BHM as of Q3 2025
| Institution | Position Value |
|---|---|
 Quinn Opportunity Partners LLC Hedge Fund•Event Driven | $2.7M 0.20% of portfolio |
 VANGUARD GROUP INC Institution | $2.0M 0.00% of portfolio |
 Arkadios Wealth Advisors RIA/Wealth | $1.4M 0.03% of portfolio |
$1.3M 0.00% of portfolio | |
 TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | $799.8K 0.00% of portfolio |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $798.1K 0.00% of portfolio |
R RBF Capital, LLC Institution | $694.3K 0.03% of portfolio |
B BlackRock, Inc. Institution | $619.5K 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $508.2K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $442.8K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BHM in Q3 2025
- Traded
- +$115.2K
- Buyers
- 10
- Sellers
- 15
- Total Bought
- +$393.9K
- Total Sold
- −$278.7K
- Avg Position
- $316.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Arkadios Wealth Advisors RIA/Wealth | +$284.8K +23.8K shares |
+$102.8K +8.6K shares | |
B BlackRock, Inc. Institution | +$2.7K +228.0 shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$2.4K +200.0 shares |
A Advisory Services Network, LLC RIA/Wealth | +$899.0 +75.0 shares |
 UBS Group AG Institution | +$119.8 +10.0 shares |
T Tower Research Capital LLC Institution | +$95.8 +8.0 shares |
A Advisor Group Holdings, Inc. Institution | +$12.3 +1.0 shares |
 MORGAN STANLEY RIA/Wealth | +$12.0 +1.0 shares |
 VISION FINANCIAL MARKETS LLC RIA/Wealth | +$12.0 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Navis Wealth Advisors, LLC RIA/Wealth | −$140.7K −11.2K shares |
 Trium Capital LLP Hedge Fund•Multi-Strategy | −$44.6K −3.7K shares |
 NORTHERN TRUST CORP Institution | −$40.4K −3.4K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | −$27.2K −2.3K shares |
 Sunbelt Securities, Inc. RIA/Wealth | −$12.1K −1.0K shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | −$4.5K −375.0 shares |
 BARCLAYS PLC Institution | −$2.9K −238.0 shares |
 STATE STREET CORP Institution | −$2.4K −200.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$1.7K −138.0 shares |
B Beacon Capital Management, LLC RIA/Wealth | −$1.1K −85.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BHM in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 4
- Exited Value
- $142.7K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
Navis Wealth Advisors, LLC RIA/Wealth | $140.7K 11.2K shares |
B Beacon Capital Management, LLC RIA/Wealth | $1.1K 85.0 shares |
 Transce3nd, LLC RIA/Wealth | $576.0 46.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $338.0 27.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BHM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BHM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Quinn Opportunity Partners LLC Hedge Fund•Event Driven | 0.20% $2.7M |
Trium Capital LLP Hedge Fund•Multi-Strategy | 0.11% $283.4K |
Arkadios Wealth Advisors RIA/Wealth | 0.03% $1.4M |
R RBF Capital, LLC Institution | 0.03% $694.3K |
C CSS LLC/IL Institution | 0.03% $146.3K |
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | 0.00% $799.8K |
0.00% $1.3M | |
Sunbelt Securities, Inc. RIA/Wealth | 0.00% $51.5K |
VISION FINANCIAL MARKETS LLC RIA/Wealth | 0.00% $2.3K |
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.00% $798.1K |
Hedge Fund Spotlight
Discover hedge funds investing in BHM
Quinn Opportunity Partners LLC
Hedge Fund • Event Driven
Portfolio ManagerPatrick Farley Quinn
- Portfolio Value
- $1.4B
- Positions
- 319
- Last Reported
- Q3 2025
Sector Allocation
Position in Bluerock Homes Trust
- Market Value
- $2.7M
- Shares Held
- 228.3K
- Portfolio Weight
- 0.20%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Electronic Gaming & Multimedia Technology | $156.8M | 11.48% | |
Telecommunications Services Communication Services | $59.7M | 4.37% | |
Leisure Consumer Cyclical | $51.7M | 3.79% |
