BHMBLUEROCK HOMES TRUST INC

COM CL A · CUSIP 09631H100

Smart Money Ownership

Of the 5 tracked institutions holding BHM, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.

Jim Simons

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

BHM (BLUEROCK HOMES TRUST INC) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, BHM (BLUEROCK HOMES TRUST INC) is held with a combined value of $3.74M across 339,014 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.80M. 3 funds increased their holdings. 1 fund reduced its position.

Total Institutional Value

$3.74M

Total Shares Held

339,014

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

MILLENNIUM MANAGEMENT LLC+13% shares~$112.8K BlackRock, Inc.+1% shares~$8.3K RENAISSANCE TECHNOLOGIES LLC+1% shares~$1.2K

Biggest Sellers

VANGUARD GROUP INC−1% shares~$23.6K

13F Institutional Holders

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VANGUARD GROUP INC

0.00% of book-1.3%

$1.80M

MILLENNIUM MANAGEMENT LLC

RENAISSANCE TECHNOLOGIES LLC

0.00% of book+0.7%

$170.39K

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$1.80M	168,239	0.00%	-1.3%
2	MILLENNIUM MANAGEMENT LLC	$1.00M	88,104	0.00%	+12.7%
3	BlackRock, Inc.	$599.70K	52,790	0.00%	+1.4%
4	STATE STREET CORP	$170.92K	14,882	0.00%	-
5	RENAISSANCE TECHNOLOGIES LLC	$170.39K	14,999	0.00%	+0.7%

Frequently Asked Questions

Which institutional investors own the most BHM stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of BHM with a position worth $1.80M, representing 0.00% of their portfolio. In total, 5 institutional investors hold BHM with a combined value of $3.74M.

What percentage of BHM is owned by institutional investors?

Institutional investors hold $3.74M worth of BHM stock across 5 positions. The largest institutional holder is VANGUARD GROUP INC with $1.80M in holdings.

What is a 13F filing and why does it matter for BHM?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BHM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track BHM institutional moves

Get notified when hedge funds change their BHM positions.