IAA
BRG

Independent Advisor Alliance’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Independent Advisor Alliance’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
-12,509
Closed -$335K – 655
2022
Q3 		$335K Sell
12,509
-589
-4% -$15.5K 0.02% 459
2022
Q2 		$344K Sell
13,098
-1,221
-9% -$32.3K 0.02% 457
2022
Q1 		$380K Sell
14,319
-345
-2% -$9.15K 0.02% 464
2021
Q4 		$387K Buy
14,664
+384
+3% +$6.09K 0.02% 454
2021
Q3 		$182K Buy
14,280
+130
+0.9% +$1.51K 0.01% 591
2021
Q2 		$144K Sell
14,150
-1,421
-9% -$13.8K 0.01% 599
2021
Q1 		$157K Buy
+15,571
New +$175K 0.01% 567
2020
Q1 		– Sell
-11,433
Closed -$138K – 914
2019
Q4 		$138K Buy
+11,433
New +$136K 0.01% 850
2018
Q2 		– Sell
-11,264
Closed -$95K – 388
2018
Q1 		$95K Buy
11,264
+850
+8% +$7.13K 0.02% 333
2017
Q4 		$103K Sell
10,414
-936
-8% -$10.4K 0.02% 311
2017
Q3 		$129K Buy
11,350
+1,100
+11% +$12.6K 0.04% 255
2017
Q2 		$128K Hold
10,250
– – 0.04% 236
2017
Q1 		$125K Buy
+10,250
New +$131K 0.02% 390

Other funds holding BRG

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

Independent Advisor Alliance's BRG Position: Q4 2022 in Review

Independent Advisor Alliance sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 12,509 shares — an estimated $335K sold.

Independent Advisor Alliance first reported a position in BRG in Q1 2017 and held it in 13 quarters. The position peaked at $387K in Q4 2021. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • Independent Advisor Alliance reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,509 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $335K.
  • Independent Advisor Alliance first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2017 and held it in 13 quarters.
  • Independent Advisor Alliance's Bluerock Residential Growth REIT, Inc. position peaked at $387K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on Independent Advisor Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.