Legal & General Group
BHM icon

Legal & General Group’s Bluerock Homes Trust BHM Stock Holding History

Legal & General Group’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
2023
Q2 		– Sell
-402
Closed -$7.97K – 3424
2023
Q1 		$7.97K Hold
402
– – ﹤0.01% 3234
2022
Q4 		$8.58K Buy
402
+359
+835% +$8.39K ﹤0.01% 3291
2022
Q3 		$1K Buy
+43
New +$904 ﹤0.01% 3445

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Legal & General Group's BHM Position: Q2 2023 in Review

Legal & General Group sold out of Bluerock Homes Trust (BHM) in Q2 2023, closing a stake of 402 shares — an estimated $7.97K sold.

Legal & General Group first reported a position in BHM in Q3 2022 and held it in 3 quarters. The position peaked at $8.58K in Q4 2022. 52 funds tracked by Wall St. Rank hold BHM as of Q2 2023.

  • Legal & General Group reported no remaining Bluerock Homes Trust position as of Q2 2023 after selling out during the quarter.
  • Legal & General Group sold 402 Bluerock Homes Trust shares in Q2 2023, an estimated $7.97K.
  • Legal & General Group first reported a position in Bluerock Homes Trust in Q3 2022 and held it in 3 quarters.
  • Legal & General Group's Bluerock Homes Trust position peaked at $8.58K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2023.

Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.