Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bluerock Homes Trust Inc (BHM)

36 + Investors. Track Smart Money conviction in BHM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
57%

Smart Money Signals — BHM

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their BHM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
36 funds currently hold this stock — 80% of the 3.0-year high of 45 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold BHM compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

17 buying13 selling
Last quarter: 17 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 8% medium ■ 31% new
22 out of 36 hedge funds have held BHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -19%

Value
-18%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~6 new funds/quarter

2 → 1 → 5 → 5 → 6 new funds/Q
New funds entering each quarter: 1 → 5 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 31% newcomers

■ 61% veterans ■ 8% 1-2yr ■ 31% new
Entry-cohort mix of 36 holders: 22 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 11 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
11 of 36 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BHM

In 2026 Q2, 17 hedge funds were net buyers of BHM (6 opened a new position, 11 added to an existing one), while 13 reduced or exited (6 trimmed, 7 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 25% of total institutional value in BHM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 36.

Hedge Fund Ownership: BHM

How many hedge funds hold BHM — quarterly history vs. share price
Quarterly hedge fund ownership of BHM vs. share price

Market Analysis: BHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: BHM
36 + Investors

Track Smart Money conviction in BHM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 37 -2.7%
13F Shares 1M 1M 2.02%
Total Value $9M $11M -18.52%
New Positions 6 5 +1
Increased Positions 11 8 +3
Closed Positions 7 7 -
Reduced Positions 6 9 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BHM

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BHM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quinn Opportunity Partners LLC 0.10% 228,282 $2.1M
2 Ritter Daniher Financial Advisory LLC / DE 0.02% 17,571 $158K
3 RBF Capital, LLC 0.02% 57,954 $522K
4 Arkadios Wealth Advisors 0.02% 121,770 $1.1M
5 Dearborn Partners LLC 0.01% 14,053 $233K
6 Bluespring Wealth Management, LLC 0.01% 35,143 $316K
7 Daytona Street Capital LLC 0.00% 768 $7K
8 Css LLC/Il 0.00% 12,209 $110K
9 Vision Financial Markets LLC 0.00% 201 $2K
10 Tudor Investment Corp Et Al 0.00% 66,761 $601K
11 Millennium Management LLC 0.00% 85,395 $769K
12 Renaissance Technologies LLC 0.00% 14,500 $130K
13 Westside Investment Management, Inc. 0.00% 125 $1K
14 Tower Research Capital LLC (TRC) 0.00% 528 $5K
15 NFSG Corp 0.00% 67 —
16 IFG Advisory, LLC 0.00% 129 $1K
17 Vanguard Fiduciary Trust Co 0.00% 19,673 $177K
18 Vanguard Capital Management LLC 0.00% 148,398 $1.3M
19 Strategic Wealth Partners, Ltd. 0.00% 28 —
20 Barclays plc 0.00% 4,671 $42K
21 Inspire Investing, LLC 0.00% 21 —
22 BlackRock, Inc. 0.00% 53,780 $484K
23 UBS Group AG 0.00% 5,410 $49K
24 Clearstead Advisors, LLC 0.00% 64 —
25 Arax Advisory Partners 0.00% 71 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bluerock Homes Trust Inc (BHM)

What does the Smart Money Trend signal show for BHM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BHM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BHM?

Slight buying edge — 57% buying: Last quarter: 17 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHM holders?

Strong quality — 25% AUM from major funds: 11 of 36 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BHM?

61% of holders stayed for 2+ years: 22 out of 36 hedge funds have held BHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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