Belpointe Asset Management’s M/I Homes MHO Stock Holding History

Belpointe Asset Management’s Portfolio MHO Stock Details MHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$600K	Sell	4,903 -674	-12%	-$90.7K	0.02%	633
2025 Q4	$714K	Sell	5,577 -4,200	-43%	-$555K	0.03%	549
2025 Q3	$1.41M	Buy	9,777 +15	+0.2%	+$2.03K	0.05%	309
2025 Q2	$1.09M	Buy	9,762 +391	+4%	+$42.5K	0.05%	332
2025 Q1	$1.07M	Buy	9,371 +483	+5%	+$59.3K	0.06%	319
2024 Q4	$1.42M	Sell	8,888 -244	-3%	-$38.4K	0.09%	234
2024 Q3	$1.56M	Buy	9,132 +626	+7%	+$95K	0.09%	215
2024 Q2	$1.04M	Buy	8,506 +124	+1%	+$15.2K	0.07%	262
2024 Q1	$1.14M	Sell	8,382 -134	-2%	-$17K	0.09%	230
2023 Q4	$1.17M	Buy	8,516 +450	+6%	+$45K	0.1%	195
2023 Q3	$678K	Buy	+8,066	New	+$746K	0.07%	264
2023 Q2	–	Sell	-9,340	Closed	-$589K	–	2232
2023 Q1	$589K	Sell	9,340 -744	-7%	-$42.9K	0.03%	497
2022 Q4	$466K	Buy	10,084 +345	+4%	+$14.8K	0.03%	568
2022 Q3	$353K	Buy	9,739 +720	+8%	+$31.1K	0.02%	634
2022 Q2	$358K	Buy	9,019 +2,373	+36%	+$103K	0.02%	615
2022 Q1	$295K	Buy	+6,646	New	+$339K	0.02%	730

Other funds holding MHO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return