Bluerock Homes Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BHM?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	458,118	11.6%
Hedge Funds	529,458	13.4%
Institutions	1,287,611	32.5%
General Public	1,687,221	42.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.6%.

Top Shareholders

Top 25 shareholders own 56.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.1%	Sand Capital Associates, Llc., Asset Management Arm	438,802	US$19.5m	0%	24.49%
8.56%	Bradley Radoff	339,000	US$15.1m	0.15%	no data
7.51%	Hedgehog Capital LLC	297,387	US$13.2m	0%	80.62%
5.86%	Quinn Opportunity Partners LLC	232,071	US$10.3m	0%	0.29%
4.3%	The Vanguard Group, Inc.	170,503	US$7.6m	0%	no data
3%	Cambridge Investment Research Advisors, Inc.	118,850	US$5.3m	24.5%	0.01%
1.83%	Millennium Management LLC	72,541	US$3.2m	-15%	no data
1.69%	Tudor Investment Corporation	66,873	US$3.0m	0%	0.01%
1.67%	Par Sanda	66,120	US$2.9m	0%	no data
1.46%	RBF Capital LLC	57,954	US$2.6m	0%	0.04%
1.36%	Arkadios Wealth Advisors LLC	53,862	US$2.4m	21.4%	0.04%
1.32%	BlackRock, Inc.	52,214	US$2.3m	0.6%	no data
1.29%	Radoff Family Foundation, Endowment Arm	51,000	US$2.3m	0%	6.95%
1.08%	Dimensional Fund Advisors LP	42,940	US$1.9m	-0.37%	no data
1.02%	David Lu	40,565	US$1.8m	0%	no data
0.96%	Geode Capital Management, LLC	38,035	US$1.7m	4.47%	no data
0.6%	Trium Capital Managers Ltd	23,657	US$1.1m	0%	0.18%
0.45%	Renaissance Technologies LLC	17,800	US$792.3k	0%	no data
0.42%	Northern Trust Global Investments	16,771	US$746.5k	-1.27%	no data
0.35%	State Street Global Advisors, Inc.	13,963	US$621.5k	0%	no data
0.31%	CSS LLC/IL, Asset Management Arm	12,209	US$543.4k	-0.23%	0.03%
0.18%	Bluerock Real Estate, LLC	7,266	US$323.4k	0%	100.0%
0.16%	T. Rowe Price Group, Inc.	6,174	US$274.8k	0%	no data
0.15%	Sunbelt Securities, Inc., Asset Management Arm	6,029	US$268.3k	210%	0.01%
0.13%	Morgan Stanley, Investment Banking and Brokerage Investments	5,334	US$237.4k	-0.11%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:45
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Bluerock Homes Trust, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution