Acorn Wealth Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Acorn Wealth Advisors’s Portfolio BRG Stock Details BRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,899	Closed	-$208K	–	184
2021 Q4	$208K	Sell	7,899 -2,356	-23%	-$37.4K	0.13%	172
2021 Q3	$131K	Sell	10,255 -1,013	-9%	-$11.7K	0.09%	170
2021 Q2	$115K	Hold	11,268	–	–	0.08%	165
2021 Q1	$114K	Sell	11,268 -56	-0.5%	-$630	0.08%	162
2020 Q4	$143K	Hold	11,324	–	–	0.11%	144
2020 Q3	$86K	Hold	11,324	–	–	0.08%	128
2020 Q2	$91K	Hold	11,324	–	–	0.08%	119
2020 Q1	$52K	Buy	11,324 +981	+9%	+$10.2K	0.06%	104
2019 Q4	$122K	Sell	10,343 -284	-3%	-$3.39K	0.1%	124
2019 Q3	$125K	Hold	10,627	–	–	0.11%	121
2019 Q2	$128K	Sell	10,627 -1,455	-12%	-$16.5K	0.12%	121
2019 Q1	$134K	Sell	12,082 -434	-3%	-$4.52K	0.12%	120
2018 Q4	$125K	Sell	12,516 -880	-7%	-$8.13K	0.13%	113
2018 Q3	$125K	Sell	13,396 -179	-1%	-$1.7K	0.12%	118
2018 Q2	$120K	Buy	13,575 +924	+7%	+$8.21K	0.1%	156
2018 Q1	$114K	Buy	12,651 +6,483	+105%	+$54.4K	0.1%	159
2017 Q4	$61K	Buy	+6,168	New	+$68.5K	0.06%	232

Other funds holding BRG

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

UFM

Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Acorn Wealth Advisors's BRG Position: Q1 2022 in Review

Acorn Wealth Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2022, closing a stake of 7,899 shares — an estimated $208K sold.

Acorn Wealth Advisors first reported a position in BRG in Q4 2017 and held it in 17 quarters. The position peaked at $208K in Q4 2021. 142 funds tracked by Wall St. Rank hold BRG as of Q1 2022.

Acorn Wealth Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2022 after selling out during the quarter.
Acorn Wealth Advisors sold 7,899 Bluerock Residential Growth REIT, Inc. shares in Q1 2022, an estimated $208K.
Acorn Wealth Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2017 and held it in 17 quarters.
Acorn Wealth Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $208K in Q4 2021.
142 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2022.

Based on Acorn Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.