Bluerock Homes Trust, Inc.: which funds bought and sold

Institutions that bought and sold Bluerock Homes Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 16 institutions that filed 13F reports for both quarters added to or opened positions in Bluerock Homes Trust, and 11 cut or closed them. Together they added a net 178K shares, +16.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3,208 shares (−1.9%); index fund managers were net sellers of 18K shares (−6.0%). 5 opened a new position and 5 sold out entirely.

Bought, Q2 2026 16 institutions, 5 of them new holders Sold, Q2 2026 11 institutions, 5 of them sold out

Net change, all compared +178K shares (+16.1%)

Net change, active managers −3,208 shares (−1.9%), 0 bought, 2 sold

Buyers versus sellers

institutions compared, 41

16 bought 14 11 sold

Active managers and hedge funds 0 bought · 2 sold · −3,208

Index fund managers 3 bought · 2 sold · −18K

Other institutions 13 bought · 7 sold · +199K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Cambridge Investment Research Advisors, Inc.	+142K +100.2%	284K	$2.6M
Bluespring Wealth Management, LLC	+35K New position	35K	$316,286
Arkadios Wealth Advisors	+12K +11.1%	122K	$1.1M
Dearborn Partners LLC	+10K +72.2%	24K	$365,511
Vanguard Capital Management LLC Index funds	+1,624 +1.1%	148K	$1.3M
Blackrock, Inc. Index funds	+990 +1.9%	54K	$484,020
Ritter Daniher Financial Advisory LLC / De	+185 +1.1%	18K	$158,144
Ifg Advisory, LLC	+129 New position	129	$1,161
Vanguard Fiduciary Trust Co Index funds	+129 +0.7%	20K	$177,057
Integrated Wealth Concepts LLC	+84 New position	84	$756
Osaic Holdings, Inc.	+76 New position	76	$689
Arax Advisory Partners	+46 +184.0%	71	$639
Barclays PLC	+13 +0.3%	4,671	$42,039
Vision Financial Markets LLC	+2 +1.0%	201	$1,818
Inspire Investing, LLC	+1 +5.0%	21	$185
Wells Fargo & Company	+1 New position	1	$5

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Northern Trust Corp Index funds	−19K Sold out	0	—
Millennium Management LLC Hedge fund	−2,709 −3.1%	85K	$768,555
Geode Capital Management, LLC Index funds	−1,560 −3.9%	39K	$349,855
Dimensional Fund Advisors LP	−866 −2.1%	40K	$359,358
Renaissance Technologies LLC Hedge fund	−499 −3.3%	15K	$130,500
NISA Investment Advisors, LLC	−350 Sold out	0	—
Morgan Stanley	−210 −11.5%	1,617	$14,555
Mai Capital Management	−179 Sold out	0	—
Advisory Services Network, LLC	−75 Sold out	0	—
Magnolia Wealth Management, LLC	−20 Sold out	0	—
Tower Research Capital LLC (TRC)	−10 −1.9%	528	$4,752

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−2,709 −3.1%	85K	$768,555
Renaissance Technologies LLC Hedge fund	−499 −3.3%	15K	$130,500

New positions

largest by value

Institution	Shares	Value June 30, 2026
Bluespring Wealth Management, LLC	35K	$316,286
Ifg Advisory, LLC	129	$1,161
Integrated Wealth Concepts LLC	84	$756
Osaic Holdings, Inc.	76	$689
Wells Fargo & Company	1	$5

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Northern Trust CorpIndex funds	19K	$213,704
NISA Investment Advisors, LLC	350	$4,020
Mai Capital Management	179	$2,034
Advisory Services Network, LLC	75	$852
Magnolia Wealth Management, LLC	20	$227

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 36
Ten largest holders: 88.0%
Index fund managers: 21.6%
Active managers and hedge funds: 13.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	2	0	0	−3,208	−1.9%
Index fund managers	3	2	0	1	−18K	−6.0%
Other institutions	13	7	5	4	+199K	+31.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Bluerock Homes Trust.

Only managers that filed a holdings report for both quarters are compared (41 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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