Who Owns Bluerock Homes Stock?
NYSE: BHMReal EstateReal Estate Investment TrustsUSD
At close: Oct 9, 3:41 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 37.21%
- Held by insiders
- 22.77%
- Institutional holders
- 46
- Institutions 37.2%
- Insiders 22.8%
- Public and other 40.0%
Who owns Bluerock Homes stock?
Institutional investors own about 37.2% of Bluerock Homes's shares, spread across 46 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 22.77% of BHM.
The largest institutional holders are Quinn Opportunity Partners, LLC (5.57%), Vanguard Capital Management LLC (3.62%) and Cambridge Investment Research Advisors Inc. (3.47%). Together, the top 10 institutions control 24.0% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their BHM positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BHM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Quinn Opportunity Partners, LLC | 228.28K | 5.57% | 0.0% |
| Vanguard Capital Management LLC | 148.40K | 3.62% | +1.1% |
| Cambridge Investment Research Advisors Inc. | 142.13K | 3.47% | +0.1% |
| Arkadios Wealth Advisors | 121.77K | 2.97% | +11.1% |
| Millennium Management Llc | 85.39K | 2.08% | -3.1% |
| Tudor Investment Corp Et Al | 66.76K | 1.63% | 0.0% |
| RBF Capital, LLC | 57.95K | 1.41% | 0.0% |
| Blackrock Inc. | 53.78K | 1.31% | +1.9% |
| Dimensional Fund Advisors LP | 39.93K | 0.97% | -2.1% |
| Geode Capital Management, LLC | 38.86K | 0.95% | -3.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BHM
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 106.73K | 2.60% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 37.63K | 0.92% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Real Estate Securities PORT. | 21.94K | 0.54% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 18.47K | 0.45% |
| DFA INVESTMENT DIMENSIONS GROUP INC-DFA Global Real Estate Securities | 14.66K | 0.36% |
| iShares Trust-iShares Micro-Cap ETF | 9.66K | 0.24% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 8.04K | 0.20% |
| T. ROWE PRICE INDEX TRT, INC.-T. Rowe Price Extended Eqy. Market Index | 6.17K | 0.15% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 5.41K | 0.13% |
| VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd. | 2.28K | 0.06% |
Frequently asked questions
Who is the largest shareholder of Bluerock Homes?
Quinn Opportunity Partners, LLC is the largest institutional shareholder of BHM, owning 5.57% of shares outstanding (228.28K shares) as of its latest 13F filing.
What percentage of Bluerock Homes is owned by institutions?
Institutions own about 37.2% of BHM shares and 48.2% of the public float.
How much of Bluerock Homes do insiders own?
Insiders, such as officers and directors, own about 22.77% of BHM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.