LWM
BRG

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

Liberty 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
Q4 		– Sell
-4,825
Closed -$61K – 1200
2021
Q3 		$61K Buy
4,825
+76
+2% +$881 0.02% 387
2021
Q2 		$48K Buy
4,749
+72
+2% +$697 0.02% 328
2021
Q1 		$48K Hold
4,677
– – 0.02% 287
2020
Q4 		$48K Buy
4,677
+157
+3% +$1.51K 0.02% 284
2020
Q3 		$34K Buy
4,520
+91
+2% +$677 0.02% 307
2020
Q2 		$12K Buy
4,429
+137
+3% +$910 0.01% 464
2020
Q1 		$24K Buy
+4,292
New +$44.6K 0.02% 334

Other funds holding BRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Liberty Wealth Management's BRG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2021, closing a stake of 4,825 shares — an estimated $61K sold.

Liberty Wealth Management first reported a position in BRG in Q1 2020 and held it in 7 quarters. The position peaked at $61K in Q3 2021. 135 funds tracked by Wall St. Rank hold BRG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4,825 Bluerock Residential Growth REIT, Inc. shares in Q4 2021, an estimated $61K.
  • Liberty Wealth Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's Bluerock Residential Growth REIT, Inc. position peaked at $61K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.