Capstone Investment Advisors
BRG

Capstone Investment Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Capstone Investment 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
Q4 		– Sell
-10,168
Closed -$130K – 2153
2021
Q3 		$130K Buy
+10,168
New +$118K ﹤0.01% 1751

Other funds holding BRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Capstone Investment Advisors's BRG Position: Q4 2021 in Review

Capstone Investment Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2021, closing a stake of 10,168 shares — an estimated $130K sold.

Capstone Investment Advisors first reported a position in BRG in Q3 2021 and held it in 1 quarter. The position peaked at $130K in Q3 2021. 135 funds tracked by Wall St. Rank hold BRG as of Q4 2021.

  • Capstone Investment Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,168 Bluerock Residential Growth REIT, Inc. shares in Q4 2021, an estimated $130K.
  • Capstone Investment Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q3 2021 and held it in 1 quarter.
  • Capstone Investment Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $130K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2021.

Based on Capstone Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.