Jim Simons
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Jim Simons’s Bluerock Homes Trust BHM Stock Holding History

Jim Simons’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Sell
14,500
-499
-3% -$5.22K ﹤0.01% 2949
2026
Q1 		$170K Buy
14,999
+99
+0.7% +$1.02K ﹤0.01% 2942
2025
Q4 		$159K Sell
14,900
-1,300
-8% -$12.8K ﹤0.01% 2926
2025
Q3 		$194K Buy
16,200
+200
+1% +$2.6K ﹤0.01% 3142
2025
Q2 		$200K Sell
16,000
-400
-2% -$4.39K ﹤0.01% 3171
2025
Q1 		$186K Sell
16,400
-382
-2% -$4.57K ﹤0.01% 3088
2024
Q4 		$223K Sell
16,782
-1,018
-6% -$14.8K ﹤0.01% 3135
2024
Q3 		$266K Hold
17,800
– – ﹤0.01% 3025
2024
Q2 		$312K Buy
17,800
+400
+2% +$6.83K ﹤0.01% 2898
2024
Q1 		$295K Sell
17,400
-1,200
-6% -$17.6K ﹤0.01% 3095
2023
Q4 		$260K Buy
+18,600
New +$260K ﹤0.01% 3040

Other funds holding BHM

Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
RBF Capital
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jim Simons's BHM Position: Q2 2026 in Review

Jim Simons reduced its Bluerock Homes Trust (BHM) stake by 3.3% in Q2 2026, selling an estimated $5.22K and leaving 14,500 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Jim Simons first reported a position in BHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $312K in Q2 2024. 36 funds tracked by Wall St. Rank hold BHM as of Q2 2026.

  • Jim Simons held 14,500 shares of Bluerock Homes Trust worth $130K as of Q2 2026.
  • Jim Simons sold 499 Bluerock Homes Trust shares in Q2 2026, an estimated $5.22K.
  • Bluerock Homes Trust made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2949 holding.
  • Jim Simons first reported a position in Bluerock Homes Trust in Q4 2023 and has held it in 11 quarters since.
  • Jim Simons's Bluerock Homes Trust position peaked at $312K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.