Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Bluerock Homes Trust, Inc.

CIK 0001903382BHM· quarter ending 2026-06-30

Shares outstanding

4,108,028

as of 2026-08-03 · 10-Q cover page, filed 2026-08-13

Held by 13F filers

1,278,710

31.2% of Common Class A

Holders

-3 vs 2026-03-31 · 3 new, 6 exited

Value

$11.7M

shares +15.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-13, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	—	4,099,539	1,278,710	31.2%	36	09631H100
Common Class C	—	8,489	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	09631H100	COM CL A	36	1,278,710	4,099,539	31.2%	$11.7M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (36 of 36 · 09631H100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Cambridge Investment Research Advisors, Inc.	284,258	6.93%	$2.6M	+142,269 (+100.2%)
2	Quinn Opportunity Partners LLC	228,282	5.57%	$2.1M	—
3	VANGUARD CAPITAL MANAGEMENT LLC	148,398	3.62%	$1.3M	+1,624 (+1.1%)
4	Arkadios Wealth Advisors	121,770	2.97%	$1.1M	+12,119 (+11.1%)
5	MILLENNIUM MANAGEMENT LLC	85,395	2.08%	$769K	-2,709 (-3.1%)
6	TUDOR INVESTMENT CORP ET AL	66,761	1.63%	$601K	—
7	RBF Capital, LLC	57,954	1.41%	$522K	—
8	BlackRock, Inc.	53,780	1.31%	$484K	+990 (+1.9%)
9	DIMENSIONAL FUND ADVISORS LP	39,926	0.97%	$359K	-866 (-2.1%)
10	GEODE CAPITAL MANAGEMENT, LLC	38,862	0.95%	$350K	-1,560 (-3.9%)
11	Bluespring Wealth Management, LLC	35,143	0.86%	$316K	NEW
12	DEARBORN PARTNERS LLC	24,206	0.59%	$366K	+10,153 (+72.2%)
13	VANGUARD FIDUCIARY TRUST CO	19,673	0.48%	$177K	+129 (+0.7%)
14	Ritter Daniher Financial Advisory LLC / DE	17,571	0.43%	$158K	+185 (+1.1%)
15	STATE STREET CORP	14,882	0.36%	$136K	—
16	RENAISSANCE TECHNOLOGIES LLC	14,500	0.35%	$131K	-499 (-3.3%)
17	CSS LLC/IL	12,209	0.30%	$110K	—
18	UBS Group AG	5,410	0.13%	$49K	—
19	BARCLAYS PLC	4,671	0.11%	$42K	+13 (+0.3%)
20	MORGAN STANLEY	1,617	0.04%	$15K	-210 (-11.5%)
21	Vanguard Global Advisers, LLC	1,279	0.03%	$12K	—
22	Daytona Street Capital LLC	768	0.02%	$7K	—
23	Tower Research Capital LLC (TRC)	528	0.01%	$5K	-10 (-1.9%)
24	VISION FINANCIAL MARKETS LLC	201	0.00%	$2K	+2 (+1.0%)
25	IFG Advisory, LLC	129	0.00%	$1K	NEW
26	Westside Investment Management, Inc.	125	0.00%	$1K	—
27	OSAIC HOLDINGS, INC.	76	0.00%	$689	NEW
28	Arax Advisory Partners	71	0.00%	$639	+46 (+184.0%)
29	NFSG Corp	67	0.00%	$603	—
30	Clearstead Advisors, LLC	64	0.00%	$576	—
31	Covestor Ltd	50	0.00%	$0	—
32	Strategic Wealth Partners, Ltd.	28	0.00%	$252	—
33	Inspire Investing, LLC	21	0.00%	$185	+1 (+5.0%)
34	JPMORGAN CHASE & CO	17	0.00%	$157	—
35	BNP PARIBAS FINANCIAL MARKETS	17	0.00%	$153	—
36	WELLS FARGO & COMPANY/MN	1	0.00%	$5	+1

Exited since 2026-03-31 (6 filers; largest 6 shown)

NORTHERN TRUST CORP	−18,812
Sunbelt Securities, Inc.	−3,124
NISA INVESTMENT ADVISORS, LLC	−350
MAI Capital Management	−179
Advisory Services Network, LLC	−75
Magnolia Wealth Management, LLC	−20

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
David T. Lu	SCHEDULE 13G/A	2026-05-15	2026-03-31	250,279	6.1%
Hedgehog Capital LLC	SCHEDULE 13G/A	2026-05-15	2026-03-31	209,714	5.1%
Hold River LLC	SCHEDULE 13G/A	2026-05-15	2026-03-31	40,565	1%
Sanda Par Olof	SCHEDULE 13G/A	2026-02-10	2025-12-31	570,749	14.1%
SAND CAPITAL ASSOCIATES LLC	SCHEDULE 13G/A	2026-02-10	2025-12-31	504,922	12.5%
Radoff Bradley Louis	SCHEDULE 13G/A	2025-02-13	2024-12-31	344,800	8.7%
Radoff Family Foundation	SCHEDULE 13G/A	2025-02-13	2024-12-31	50,800	1.3%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.