Position in BHM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$359,334
-$104,061 QoQ
Shares Held
39,926
-2.1% QoQ
Ownership
0.972%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 37 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in BHM Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,614 across 18 REIT - Residential names. BHM ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,956,240 | $402,392,744 | |
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in BHM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,334 | 39,926 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $463,395 | 40,792 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $452,598 | 42,418 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $508,250 | 42,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $535,855 | 42,800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $486,805 | 42,815 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $569,812 | 42,940 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $641,951 | 42,940 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $754,249 | 43,100 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $735,055 | 43,315 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $616,440 | 44,063 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $569,293 | 44,063 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $711,305 | 44,071 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $873,485 | 44,071 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $927,345 | 43,517 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||