Is Bluerock Homes Trust, Inc. financially healthy?

Bluerock Homes Trust, Inc. scores 3 out of 7 on the Piotroski F-score. Only 7 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of Bluerock Homes Trust, Inc.?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), GEODE CAPITAL MANAGEMENT, LLC (trimming), STATE STREET CORP (unchanged). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

Bluerock Homes Trust, Inc. (BHM)

NYSE · REIT · Real Estate Investment Trusts

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

3 / 7

FAILReturn on assets positiveROA -2.8%
PASSOperating cash flow positiveOCF 28M
FAILReturn on assets improving-1.3% → -2.8%
PASSCash flow exceeds earningsOCF 28M vs NI -33M
FAILLong-term debt ratio falling26.1% → 37.1% of assets
FAILCurrent ratio improvingno data
FAILNo share dilution4M → 4M shares
FAILGross margin improvingno gross profit reported
PASSAsset turnover improving0.05× → 0.06×

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2021	$14.6M	$34.3M	$8.1M	—	3,843,502
FY2022	$34.1M	−$1.0M	−$15.2M	—	3,843,502
FY2023	$41.1M	−$15.8M	$4.4M	—	3,845,349
FY2024	$50.2M	−$12.1M	−$253,000	—	3,856,162
FY2025	$68.7M	−$32.6M	$10.4M	—	3,889,301

Ownership flow

6 institutions tracked — 1 added, 3 reduced.

Institutional holders of Bluerock Homes Trust, Inc. and their share-count change
Manager	Kind	Shares	Change	Value
GEODE CAPITAL MANAGEMENT, LLC	Index	38,862	−1,560	$349,855
BlackRock, Inc.	Index	53,780	+990	$484,020
RENAISSANCE TECHNOLOGIES LLC	Hedge fund	14,500	−499	$130,500
MORGAN STANLEY	Active fund	1,617	−210	$14,555

Identity

CIK: 0001903382
LEI: 549300I1AHR8KMMFIS52
FIGI: BBG0146YWXC8
SIC: 6798 · Real Estate Investment Trusts
Incorporated: MD
Headquarters: NEW YORK, NY

Ownership

Institutional: 37.2%
Institutions: 46
Insiders: 22.8%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Other real estate investment trusts companies

Bluerock Homes Trust, Inc. files under SIC 6798 — all 80 real estate investment trusts companies compared on assets and F-score.

Prologis, Inc.PLD Blackstone Real Estate Income Trust, Inc.BSTT WELLTOWER INC.WELL AMERICAN TOWER CORP /MA/AMT Rithm Capital Corp.RITM VICI PROPERTIES INC.VICI

Questions about Bluerock Homes Trust, Inc.

Is Bluerock Homes Trust, Inc. financially healthy?: Bluerock Homes Trust, Inc. scores 3 out of 7 on the Piotroski F-score. Only 7 of the nine tests could be computed from what it filed; the rest need a prior year it has not reported. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of Bluerock Homes Trust, Inc.?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (adding), GEODE CAPITAL MANAGEMENT, LLC (trimming), STATE STREET CORP (unchanged). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

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Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.