As of the latest SEC filings, Bluerock Homes Trust, Inc. (BHM) is held by 18 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,212,430.08 in market value, representing a significant portion of its portfolio.
Funds holding Bluerock Homes Trust, Inc. (BHM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BHM
- CIK:
- 0001903382
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,212,430.08 | 106,728 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $428,987.68 | 37,763 | Mar 31, 2026 | May 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $230,589.40 | 21,940 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $189,768.90 | 18,789 | Feb 28, 2026 | Apr 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $154,080.59 | 14,660 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $98,854.72 | 8,702 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $81,214.10 | 8,041 | Feb 28, 2026 | Apr 24, 2026 |
|
PEXMX
T. Rowe Price Extended Equity Market Index Fund
|
MF | T. Rowe Price | 0.01% | $70,136.64 | 6,174 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $52,752.30 | 5,223 | Feb 28, 2026 | Apr 24, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $25,934.88 | 2,283 | Mar 31, 2026 | May 28, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $16,143.36 | 1,536 | Apr 30, 2026 | Jun 25, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.00% | $14,200.00 | 1,250 | Mar 31, 2026 | May 28, 2026 |
|
AVDS
Avantis International Small Cap Equity ETF
|
ETF | American Century | 0.00% | $12,630.44 | 15,668 | Feb 28, 2026 | Apr 29, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $7,656.64 | 674 | Mar 31, 2026 | May 26, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.00% | $777.70 | 77 | Feb 27, 2026 | Apr 24, 2026 |
|
-
PROFUND VP ULTRA SMALL CAP
|
ETF | Independent / Boutique | 0.00% | $8.52 | 1 | Mar 31, 2026 | May 20, 2026 |
|
UAPSX
ULTRA SMALL CAP PROFUND
|
MF | Independent / Boutique | 0.00% | $1.31 | 0 | Apr 30, 2026 | Jun 22, 2026 |
|
SLPIX
SMALL-CAP PROFUND
|
MF | Independent / Boutique | 0.00% | $1.31 | 0 | Apr 30, 2026 | Jun 22, 2026 |
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