Berman Capital Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Berman Capital 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
2021 Q3	$3K	Hold	273	–	–	﹤0.01%	1644
2021 Q2	$2K	Hold	273	–	–	﹤0.01%	1662
2021 Q1	$2K	Sell	273 -5	-2%	-$56	﹤0.01%	1569
2020 Q4	$3K	Hold	278	–	–	﹤0.01%	1353
2020 Q3	$2K	Buy	278 +4	+1%	+$30	﹤0.01%	1368
2020 Q2	$2K	Sell	274 -169	-38%	-$1.12K	﹤0.01%	1345
2020 Q1	$2K	Sell	443 -192	-30%	-$2K	﹤0.01%	1211
2019 Q4	$7K	Buy	635 +3	+0.5%	+$36	﹤0.01%	898
2019 Q3	$7K	Buy	632 +190	+43%	+$2.27K	﹤0.01%	866
2019 Q2	$5K	Buy	442 +2	+0.5%	+$23	﹤0.01%	992
2019 Q1	$4K	Buy	440 +175	+66%	+$1.82K	﹤0.01%	956
2018 Q4	$2K	Buy	+265	New	+$2.45K	﹤0.01%	923

Other funds holding BRG

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Berman Capital Advisors's BRG Position: Q3 2021 in Review

Berman Capital Advisors held its Bluerock Residential Growth REIT, Inc. (BRG) position steady in Q3 2021 at 273 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Berman Capital Advisors first reported a position in BRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $7K in Q4 2019. 116 funds tracked by Wall St. Rank hold BRG as of Q3 2021.

Berman Capital Advisors held 273 shares of Bluerock Residential Growth REIT, Inc. worth $3K as of Q3 2021.
Berman Capital Advisors left its Bluerock Residential Growth REIT, Inc. share count unchanged in Q3 2021.
Bluerock Residential Growth REIT, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1644 holding.
Berman Capital Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $7K in Q4 2019.
116 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.