FM
BRG

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

Family 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
2018
Q1 		– Sell
-31,030
Closed -$314K – 71
2017
Q4 		$314K Buy
+31,030
New +$345K 0.22% 46

Other funds holding BRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Family Management's BRG Position: Q1 2018 in Review

Family Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2018, closing a stake of 31,030 shares — an estimated $314K sold.

Family Management first reported a position in BRG in Q4 2017 and held it in 1 quarter. The position peaked at $314K in Q4 2017. 100 funds tracked by Wall St. Rank hold BRG as of Q1 2018.

  • Family Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2018 after selling out during the quarter.
  • Family Management sold 31,030 Bluerock Residential Growth REIT, Inc. shares in Q1 2018, an estimated $314K.
  • Family Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2017 and held it in 1 quarter.
  • Family Management's Bluerock Residential Growth REIT, Inc. position peaked at $314K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2018.

Based on Family Management's 13F filing for Q1 2018, filed 11 May 2018.