AWS
BRG

Atria Wealth Solutions’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-23,166
Closed -$613K – 1888
2022
Q2 		$613K Sell
23,166
-4,194
-15% -$111K 0.01% 880
2022
Q1 		$731K Buy
+27,360
New +$726K 0.01% 866

Other funds holding BRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Atria Wealth Solutions's BRG Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q3 2022, closing a stake of 23,166 shares — an estimated $613K sold.

Atria Wealth Solutions first reported a position in BRG in Q1 2022 and held it in 2 quarters. The position peaked at $731K in Q1 2022. 147 funds tracked by Wall St. Rank hold BRG as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,166 Bluerock Residential Growth REIT, Inc. shares in Q3 2022, an estimated $613K.
  • Atria Wealth Solutions first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Bluerock Residential Growth REIT, Inc. position peaked at $731K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.