AG
BRG

Aperio Group’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Aperio Group’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
2019
Q3 		– Sell
-148
Closed -$2K – 2893
2019
Q2 		$2K Buy
+148
New +$1.68K ﹤0.01% 2952
2017
Q4 		– Sell
-10,980
Closed -$121K – 2263
2017
Q3 		$121K Buy
+10,980
New +$126K ﹤0.01% 2174

Other funds holding BRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aperio Group's BRG Position: Q3 2019 in Review

Aperio Group sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q3 2019, closing a stake of 148 shares — an estimated $2K sold.

Aperio Group first reported a position in BRG in Q3 2017 and held it in 2 quarters. The position peaked at $121K in Q3 2017. 118 funds tracked by Wall St. Rank hold BRG as of Q3 2019.

  • Aperio Group reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 148 Bluerock Residential Growth REIT, Inc. shares in Q3 2019, an estimated $2K.
  • Aperio Group first reported a position in Bluerock Residential Growth REIT, Inc. in Q3 2017 and held it in 2 quarters.
  • Aperio Group's Bluerock Residential Growth REIT, Inc. position peaked at $121K in Q3 2017.
  • 118 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.