Carmel Capital Partners’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-24,584	Closed	-$658K	–	135
2022 Q3	$658K	Hold	24,584	–	–	0.64%	45
2022 Q2	$646K	Sell	24,584 -840	-3%	-$22.2K	0.6%	51
2022 Q1	$676K	Sell	25,424 -3,332	-12%	-$88.4K	0.56%	53
2021 Q4	$759K	Buy	+28,756	New	+$456K	0.57%	50

Other funds holding BRG

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carmel Capital Partners's BRG Position: Q4 2022 in Review

Carmel Capital Partners sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 24,584 shares — an estimated $658K sold.

Carmel Capital Partners first reported a position in BRG in Q4 2021 and held it in 4 quarters. The position peaked at $759K in Q4 2021. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

Carmel Capital Partners reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
Carmel Capital Partners sold 24,584 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $658K.
Carmel Capital Partners first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2021 and held it in 4 quarters.
Carmel Capital Partners's Bluerock Residential Growth REIT, Inc. position peaked at $759K in Q4 2021.
1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Carmel Capital Partners's 13F filing for Q4 2022, filed 17 Jan 2023.