PS
BHM icon

Principal Securities’s Bluerock Homes Trust BHM Stock Holding History

Principal Securities’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
Q4 		– Sell
-12
Closed -$144 – 1578
2025
Q3 		$144 Hold
12
– – ﹤0.01% 3670
2025
Q2 		$150 Sell
12
-117
-91% -$1.28K ﹤0.01% 3620
2025
Q1 		$1.71K Hold
129
– – ﹤0.01% 3080
2024
Q4 		$1.71K Hold
129
– – ﹤0.01% 3074
2024
Q3 		$1.93K Hold
129
– – ﹤0.01% 2962
2024
Q2 		$2.26K Hold
129
– – ﹤0.01% 2877
2024
Q1 		$2.19K Buy
129
+6
+5% +$88 ﹤0.01% 2855
2023
Q4 		$1.72K Buy
+123
New +$1.72K ﹤0.01% 2847

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 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

Principal Securities's BHM Position: Q4 2025 in Review

Principal Securities sold out of Bluerock Homes Trust (BHM) in Q4 2025, closing a stake of 12 shares — an estimated $144 sold.

Principal Securities first reported a position in BHM in Q4 2023 and held it in 8 quarters. The position peaked at $2.26K in Q2 2024. 40 funds tracked by Wall St. Rank hold BHM as of Q4 2025.

  • Principal Securities reported no remaining Bluerock Homes Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 12 Bluerock Homes Trust shares in Q4 2025, an estimated $144.
  • Principal Securities first reported a position in Bluerock Homes Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Bluerock Homes Trust position peaked at $2.26K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.