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Bluerock Homes Trust Ownership 2024 | Who Owns Bluerock Homes Trust Now?

OverviewRevenueFinancialsChart

Institutional Ownership

38.82%

Insider Ownership

24.23%

Retail Ownership

36.95%

Institutional Holders

63.00

Bluerock Homes Trust Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
ARBITRAGE FUNDS0.01%34,041--Feb 29, 2024
Gabelli 787 Fund, Inc.0.01%625--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.00%2,589--Mar 31, 2024
MERGER FUND0.00%21,922--Mar 28, 2024
NEXPOINT REAL ESTATE STRATEGIES FUND0.00%3,506--Dec 31, 2023
MERGER FUND VL0.00%279--Mar 28, 2024
QUANTITATIVE MASTER SERIES LLC0.00%5,708--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%522--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%118--Mar 31, 2024
GABELLI INVESTOR FUNDS INC0.00%1,250--Dec 29, 2023
VANGUARD INDEX FUNDS0.00%164,352-54,970-25.06%Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%6,174--Mar 31, 2024
Cambria ETF Trust0.00%1,400--Jan 31, 2024
Calvert Variable Products, Inc.0.00%268--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%2,283--Mar 31, 2024
WILMINGTON FUNDS0.00%675--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%457--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%3,728--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%1,536--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%37,348--Jan 31, 2024
Global X Funds0.00%1,492--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%16,838--Feb 29, 2024
SA FUNDS INVESTMENT TRUST0.00%412--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%121--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%53--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%1,250--Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%482--Mar 31, 2024
NORTHERN FUNDS0.00%1,644--Mar 28, 2024
FIDELITY SALEM STREET TRUST0.00%33,252--Mar 31, 2024
RYDEX SERIES FUNDS0.00%31--Dec 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%1,532--Feb 29, 2024
VANGUARD SCOTTSDALE FUNDS0.00%13,375--Feb 29, 2024
J.P. Morgan Exchange-Traded Fund Trust0.00%2,458--Jan 31, 2024
VALIC Co I0.00%1,411--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%573--Jan 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%541--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%16--Dec 31, 2023
PENN SERIES FUNDS INC0.00%112--Mar 28, 2024
VANGUARD SPECIALIZED FUNDS0.00%149--Jan 31, 2024
Janus Detroit Street Trust0.00%406--Jan 31, 2024
TIAA-CREF FUNDS0.00%7,629--Mar 31, 2024
RBB FUND, INC.0.00%227--Feb 29, 2024
PROSHARES TRUST0.00%453--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%1,837--Mar 31, 2024
RYDEX VARIABLE TRUST0.00%2--Dec 31, 2023
USAA MUTUAL FUNDS TRUST0.00%357--Jan 31, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%145--Feb 29, 2024
MASTER INVESTMENT PORTFOLIO0.00%125--Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%439--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%2,912--Mar 31, 2024
ETF Series Solutions0.00%19--Jan 31, 2024
iSHARES TRUST0.00%7,042-184-2.55%Mar 31, 2024
EQ ADVISORS TRUST0.00%474-141-22.93%Mar 31, 2024
Bridge Builder Trust0.00%907--Mar 31, 2024
PACIFIC SELECT FUND0.00%655--Mar 31, 2024

Bluerock Homes Trust's largest mutual fund holder by % of total assets is "ARBITRAGE FUNDS", owning 34.04K shares, compromising 0.01% of its total assets.

Bluerock Homes Trust Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2363-13.70%
31 Dec, 22731725.00%
30 Sep, 224-

As of 31 Mar 23, 63 institutions are holding Bluerock Homes Trust's shares, representing a decrease of -13.70% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 231,492,072-13.38%
31 Dec, 221,722,57610716.80%
30 Sep, 2215,925-

Bluerock Homes Trust (BHM) has 1.49M shares outstanding as of 31 Mar 23, down -13.38% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2338.82%-13.38%
31 Dec, 2244.82%10717.72%
30 Sep, 220.41%-

As of 31 Mar 23, Bluerock Homes Trust is held by 38.82% institutional shareholders, representing a -13.38% negative growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2319850.00%
31 Dec, 222-
30 Sep, 22--

19 institutional shareholders have increased their position in BHM stock as of 31 Mar 23 compared to 2 in the previous quarter (a 850.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2317-
31 Dec, 22--
30 Sep, 22--

17 institutional shareholders have reduced their position in BHM stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2363-13.70%1,492,072-13.38%38.82%-13.38%19850.00%17-
31 Dec, 22731725.00%1,722,57610716.80%44.82%10717.72%2---
30 Sep, 224-15,925-0.41%-----

Bluerock Homes Trust Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy9,916--1,122,908
Aug 12, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy45,249--1,112,992
Aug 12, 2024Ruddy Jordan B.officer PresidentA-AwardBuy3,225--144,697
Jul 08, 2024KAMFAR RAMINofficer Chairman and CEOJ-OtherBuy1,293$0.01$12.932,019
May 15, 2024Ruddy Jordan B.officer PresidentA-AwardBuy3,482--141,472
May 15, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy10,707--1,067,743
May 15, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy45,891--1,057,036
May 02, 2024DiFranco Michaelofficer Executive VP, OperationsA-AwardBuy5,141--40,884
May 02, 2024MacDonald Ryan Sofficer Chief Investment OfficerA-AwardBuy17,136--98,296
May 02, 2024Ruddy Jordan B.officer PresidentA-AwardBuy44,552--137,990
May 02, 2024Emala Jasonofficer See RemarksA-AwardBuy3,770--29,400
May 02, 2024Vohs Christopher J.officer CFO and TreasurerA-AwardBuy5,141--30,205
May 02, 2024Babb James G. IIIofficer Chief Strategy OfficerA-AwardBuy3,428--22,986
Feb 23, 2024Ruddy Jordan B.officer PresidentA-AwardBuy4,443--93,438
Feb 23, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy13,661--1,011,145
Feb 23, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy95,204--997,484
Feb 23, 2024KAMFAR RAMINdirector, officer Chairman and CEOA-AwardBuy133,496--902,280
Jan 10, 2024Tio Romanodirector-A-AwardBuy5,185--14,591
Jan 10, 2024Harrison Elizabeth Scottdirector-A-AwardBuy5,185--14,591
Jan 10, 2024Jafarnia Kamaldirector-A-AwardBuy5,185--14,591

Bluerock Homes Trust Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20249--
Q1 20248--
Q4 2023193633.33%
Q3 20235--
Q2 202371700.00%
Q1 20232512208.33%
Q4 20222424100.00%
Q3 2022-2-

9 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Bluerock Homes Trust's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024---
Q4 20234--
Q3 20231--
Q2 202311100.00%
Q1 20237--
Q4 2022---
Q3 2022---

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Bluerock Homes Trust's stocks.

Bluerock Homes Trust Peer Ownership

TickerCompany
NXRTNexPoint Residential Trust, Inc.
CSRCenterspace
ELMEElme Communities
UDRUDR, Inc.
IRTIndependence Realty Trust, Inc.
ELSEquity LifeStyle Properties, Inc.
CLPRClipper Realty Inc.
VREVeris Residential, Inc.
BRTBRT Apartments Corp.

BHM Ownership FAQ

Bluerock Homes Trust is owned by institutional shareholders (38.82%), insiders (24.23%), and public (36.95%). The largest institutional shareholder of Bluerock Homes Trust is (0% of total shares) and the top mutual fund owner is ARBITRAGE FUNDS (0.01% of total shares).

As of Mar 2023, there are 63 institutional shareholders of Bluerock Homes Trust.