Bluerock Homes Trust, Inc. (BHM) shareholders
BHMNYSEReal Estate Investment TrustsFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 10, 2026Score 9/3071% below fair value
$7.50−0.20 (-2.60%)
Close on Nov 13, 2026Market cap $30.81MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
31.1%
1M of 4M shares
Institutional holders
37
5 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
8 buys · 0 sales
Net bought $696.06K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sanda Par Olof Joint filing with Sand Capital Associates LLC (12.50%) | 570,749 | 14.10% | 13G (passive) amendment | Dec 31, 2025 |
| Radoff Bradley Louis | 344,800 | 8.70% | 13G (passive) amendment | Dec 31, 2024 |
| David T. Lu Joint filing with Hedgehog Capital LLC (5.10%) | 250,279 | 6.10% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BHM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 284,258 | 6.92% | $2.56M | +142,269 | 0.00% |
| Quinn Opportunity Partners LLC | 228,282 | 5.56% | $2.05M | – | 0.10% |
| Vanguard Capital Management LLC | 148,398 | 3.61% | $1.34M | +1,624 | 0.00% |
| Arkadios Wealth Advisors | 121,770 | 2.96% | $1.10M | +12,119 | 0.02% |
| Millennium Management LLC | 85,395 | 2.08% | $768.56K | −2,709 | 0.00% |
| Tudor Investment Corp Et Al | 66,761 | 1.63% | $600.85K | – | 0.00% |
| RBF Capital, LLC | 57,954 | 1.41% | $521.59K | – | 0.02% |
| BlackRock, Inc. | 53,780 | 1.31% | $484.02K | +990 | 0.00% |
| Dimensional Fund Advisors LP | 39,926 | 0.97% | $359.36K | −866 | 0.00% |
| Geode Capital Management, LLC | 38,862 | 0.95% | $349.86K | −1,560 | 0.00% |
| SNS Financial Group, LLC | 35,143 | 0.86% | $316.29K | New | 0.01% |
| Dearborn Partners LLC | 24,206 | 0.59% | $365.51K | +10,153 | 0.01% |
| Vanguard Fiduciary Trust Co | 19,673 | 0.48% | $177.06K | +129 | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 17,571 | 0.43% | $158.14K | +185 | 0.02% |
| State Street Corp | 14,882 | 0.36% | $135.80K | – | 0.00% |
| Renaissance Technologies LLC | 14,500 | 0.35% | $130.50K | −499 | 0.00% |
| Css LLC/Il | 12,209 | 0.30% | $109.88K | – | 0.00% |
| UBS Group AG | 5,410 | 0.13% | $48.69K | – | 0.00% |
| Barclays PLC | 4,671 | 0.11% | $42.04K | +13 | 0.00% |
| Morgan Stanley | 1,617 | 0.04% | $14.56K | −210 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 1M | 31.1% | 5 / 11 | 6 / 5 | 0M | 0M |
| Q1 2026 | 38 | 1M | 26.9% | 5 / 8 | 10 / 6 | 0M | 0M |
| Q4 2025 | 40 | 1M | 28.3% | 7 / 9 | 11 / 2 | 0M | 0M |
| Q3 2025 | 35 | 1M | 25.7% | 1 / 10 | 10 / 4 | 0M | 0M |
| Q2 2025 | 38 | 1M | 25.5% | 2 / 13 | 12 / 3 | 0M | 0M |
| Q1 2025 | 39 | 1M | 25.2% | 1 / 5 | 14 / 6 | 0M | 0M |
| Q4 2024 | 45 | 1M | 25.4% | 7 / 7 | 13 / 3 | 0M | 0M |
| Q3 2024 | 41 | 1M | 25.2% | 4 / 5 | 9 / 5 | 0M | 0M |
| Q2 2024 | 43 | 1M | 24.5% | 5 / 9 | 10 / 3 | 0M | 0M |
| Q1 2024 | 41 | 1M | 23.8% | 4 / 9 | 11 / 5 | 0M | 0M |
| Q4 2023 | 43 | 1M | 23.7% | 7 / 8 | 12 / 5 | 0M | 0M |
| Q3 2023 | 41 | 1M | 24.5% | 3 / 6 | 19 / 14 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
17 funds held BHM in Q2 2026, 65% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BHM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 106,728 | 2.60% | $960.55K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 37,634 | 0.92% | $338.71K | 0.00% | Jun 30, 2026 |
| Dfa Real Estate Securities Portfolio | 21,940 | 0.53% | $188.68K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 20,092 | 0.49% | $200.12K | 0.00% | May 31, 2026 |
| DFA Global Real Estate Securities Portfolio | 14,660 | 0.36% | $126.08K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 9,728 | 0.24% | $87.55K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 8,041 | 0.20% | $80.09K | 0.00% | May 31, 2026 |
| T. Rowe Price Extended Equity Market Index Fund | 6,174 | 0.15% | $55.57K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 5,405 | 0.13% | $53.83K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 2,283 | 0.06% | $20.55K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 1,753 | 0.04% | $15.78K | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 581 | 0.01% | $5.23K | 0.00% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 77 | 0.00% | $767 | 0.00% | May 29, 2026 |
| Profund Vp Ultra Small Cap | 1 | 0.00% | $7 | 0.00% | Jun 30, 2026 |
| Ultra Small Cap Profund | 0 | 0.00% | $1 | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ramin Kamfar | Chairman and CEO, Director | 61,243 | 1.49% | Nov 12, 2026 |
| Jordan B. Ruddy | President | 2,903 | 0.07% | Nov 12, 2026 |
| Christopher J. Vohs | CFO and Treasurer | 4,221 | 0.10% | Jun 8, 2026 |
| Ryan S. MacDonald | Chief Investment Officer | 341 | 0.01% | Apr 3, 2026 |
| Michael DiFranco | Executive VP, Operations | 419 | 0.01% | Apr 3, 2026 |
| Jason Emala | See Remarks | 596 | 0.01% | Apr 3, 2026 |
| Michael L. Konig | Director | – | – | Nov 12, 2026 |
| Romano Tio | Director | 3,211 | 0.08% | Jan 5, 2026 |
| Kamal Jafarnia | Director | – | – | Jan 5, 2026 |
| Elizabeth Scott Harrison | Director | – | – | Jan 5, 2026 |
| I. Bobby Majumder | Director | 1,778 | 0.04% | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher J. Vohs CFO and Treasurer | Jun 5, 2026 | Buy | +2,400 | $22.50 | $54.00K | 2,400 |
| Ramin Kamfar Chairman and CEO, Director | Mar 20, 2026 | Buy | +5,707 | $10.97 | $62.61K | 59,224 |
| Ramin Kamfar Chairman and CEO, Director | Mar 19, 2026 | Buy | +3,071 | $10.68 | $32.80K | 53,517 |
| Ramin Kamfar Chairman and CEO, Director | Mar 18, 2026 | Buy | +22,727 | $10.97 | $249.32K | 50,446 |
| Ramin Kamfar Chairman and CEO, Director | Mar 3, 2026 | Buy | +25,000 | $11.65 | $291.25K | 27,719 |
| Ramin Kamfar Chairman and CEO, Director | Dec 12, 2025 | Buy | +100 | $8.45 | $845 | 2,119 |
| Ramin Kamfar Chairman and CEO, Director | Dec 12, 2025 | Buy | +500 | $8.80 | $4.40K | 2,619 |
| Ramin Kamfar Chairman and CEO, Director | Dec 12, 2025 | Buy | +100 | $8.50 | $850 | 2,719 |
| Ramin Kamfar Chairman and CEO | May 25, 2024 | Other | +1,293 | – | – | 2,019 |
| Christopher J. Vohs CFO and Treasurer | Nov 28, 2023 | Buy | +500 | $14.45 | $7.23K | 1,821 |
| Christopher J. Vohs CFO and Treasurer | Nov 28, 2023 | Buy | +660 | $14.50 | $9.57K | 1,321 |
| Christopher J. Vohs CFO and Treasurer | Nov 27, 2023 | Buy | +340 | $14.50 | $4.93K | 661 |
| Christopher J. Vohs CFO and Treasurer | Nov 17, 2023 | Buy | +12,000 | $22.50 | $270.00K | 24,000 |
| Ramin Kamfar Chairman and CEO, Director | Nov 2, 2023 | Returned to company | −31,260 | – | – | 726 |
| Christopher J. Vohs CFO and Treasurer | Aug 25, 2023 | Buy | +12,000 | $22.50 | $270.00K | 12,000 |
| Ramin Kamfar Chairman and CEO, Director | May 25, 2023 | Award | +31,260 | – | – | 31,986 |
| Par Olof Sanda 10% owner | Mar 10, 2023 | Buy | +4,018 | $18.56 | $74.57K | 504,922 |
| Par Olof Sanda 10% owner | Mar 8, 2023 | Buy | +5,004 | $20.05 | $100.33K | 500,904 |
| Par Olof Sanda 10% owner | Mar 7, 2023 | Buy | +10,063 | $20.08 | $202.07K | 495,900 |
| Par Olof Sanda 10% owner | Mar 6, 2023 | Buy | +22,392 | $20.44 | $457.69K | 485,837 |
| Par Olof Sanda 10% owner | Feb 16, 2023 | Buy | +104,322 | $20.45 | $2.13M | 463,445 |
| Par Olof Sanda 10% owner | Feb 15, 2023 | Buy | +7,738 | $20.42 | $158.01K | 455,707 |
| Par Olof Sanda 10% owner | Feb 14, 2023 | Buy | +1,223 | $19.81 | $24.23K | 454,484 |
| Christopher J. Vohs CFO and Treasurer | Oct 6, 2022 | Other | +321 | – | – | 321 |
| Jason Emala See Remarks | Oct 6, 2022 | Other | +596 | – | – | 596 |
| I. Bobby Majumder Director | Oct 6, 2022 | Other | +1,778 | – | – | 1,778 |
| Jordan B. Ruddy President | Oct 6, 2022 | Other | +1,083 | – | – | 1,083 |
| Jordan B. Ruddy President | Oct 6, 2022 | Other | +1,820 | – | – | 1,820 |
| Ramin Kamfar Chairman and CEO, Director | Oct 6, 2022 | Other | +5,247 | – | – | 5,247 |
| Ramin Kamfar Chairman and CEO, Director | Oct 6, 2022 | Other | +726 | – | – | 726 |
| Bluerock Residential Growth REIT, Inc. 10% owner | Sep 29, 2022 | Other | −3,835,013 | – | – | 0 |
| Bluerock Residential Growth REIT, Inc. 10% owner | Sep 29, 2022 | Other | −8,489 | – | – | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.37%
0M shares short
Days to cover
2.6
At 0M shares a day
Change since last report
+35.2%
From 0M shares
Short volume, 20 days
54.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bluerock Homes Trust's stock actually held short. Settlement fails (shares not delivered on time) peaked at 11,694 shares on Aug 24, 2026 over the last 90 days.
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