DWM
BRG

Destination Wealth Management’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Destination Wealth Management’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
Q2 		– Sell
-24,483
Closed -$248K – 189
2021
Q1 		$248K Buy
+24,483
New +$276K 0.01% 167

Other funds holding BRG

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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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Destination Wealth Management's BRG Position: Q2 2021 in Review

Destination Wealth Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q2 2021, closing a stake of 24,483 shares — an estimated $248K sold.

Destination Wealth Management first reported a position in BRG in Q1 2021 and held it in 1 quarter. The position peaked at $248K in Q1 2021. 115 funds tracked by Wall St. Rank hold BRG as of Q2 2021.

  • Destination Wealth Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q2 2021 after selling out during the quarter.
  • Destination Wealth Management sold 24,483 Bluerock Residential Growth REIT, Inc. shares in Q2 2021, an estimated $248K.
  • Destination Wealth Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2021 and held it in 1 quarter.
  • Destination Wealth Management's Bluerock Residential Growth REIT, Inc. position peaked at $248K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q2 2021.

Based on Destination Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.