Legacy Investment Solutions’s Bluerock Homes Trust BHM Stock Holding History

Legacy Investment Solutions’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
2024 Q4	$1.08K	Buy	+96	New	+$1.4K	﹤0.01%	581

Other funds holding BHM

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Legacy Investment Solutions's BHM Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in Bluerock Homes Trust (BHM) in Q4 2024: 96 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings.

45 funds tracked by Wall St. Rank hold BHM as of Q4 2024.

Legacy Investment Solutions held 96 shares of Bluerock Homes Trust worth $1.08K as of Q4 2024.
Bluerock Homes Trust was a new Legacy Investment Solutions position in Q4 2024.
Bluerock Homes Trust made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #581 holding.
45 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.