LFG
BRG

Larson Financial Group’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Larson Financial Group’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
Q3 		– Sell
-366
Closed -$10K – 1438
2022
Q2 		$10K Hold
366
– – ﹤0.01% 733
2022
Q1 		$10K Hold
366
– – ﹤0.01% 670
2021
Q4 		$10K Buy
+366
New +$5.81K ﹤0.01% 700

Other funds holding BRG

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Larson Financial Group's BRG Position: Q3 2022 in Review

Larson Financial Group sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q3 2022, closing a stake of 366 shares — an estimated $10K sold.

Larson Financial Group first reported a position in BRG in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q2 2022. 147 funds tracked by Wall St. Rank hold BRG as of Q3 2022.

  • Larson Financial Group reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q3 2022 after selling out during the quarter.
  • Larson Financial Group sold 366 Bluerock Residential Growth REIT, Inc. shares in Q3 2022, an estimated $10K.
  • Larson Financial Group first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2021 and held it in 3 quarters.
  • Larson Financial Group's Bluerock Residential Growth REIT, Inc. position peaked at $10K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2022.

Based on Larson Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.