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Legacy Wealth Management (Idaho)’s Bluerock Homes Trust BHM Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q1 		– Sell
-96
Closed -$1.08K – 822
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s BHM Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Bluerock Homes Trust (BHM) in Q1 2025, closing a stake of 96 shares — an estimated $1.08K sold.

Legacy Wealth Management (Idaho) first reported a position in BHM in Q4 2024 and held it in 1 quarter. The position peaked at $1.08K in Q4 2024. 39 funds tracked by Wall St. Rank hold BHM as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Bluerock Homes Trust position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 96 Bluerock Homes Trust shares in Q1 2025, an estimated $1.08K.
  • Legacy Wealth Management (Idaho) first reported a position in Bluerock Homes Trust in Q4 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Bluerock Homes Trust position peaked at $1.08K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.