Lido Advisors
BRG

Lido Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Lido Advisors’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
-20,000
Closed -$254K – 1060
2021
Q3 		$254K Buy
+20,000
New +$232K ﹤0.01% 807
2020
Q4 		– Sell
-21,764
Closed -$165K – 861
2020
Q3 		$165K Sell
21,764
-18,236
-46% -$136K ﹤0.01% 603
2020
Q2 		$330K Buy
+40,000
New +$266K 0.01% 427

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

Lido Advisors's BRG Position: Q4 2021 in Review

Lido Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2021, closing a stake of 20,000 shares — an estimated $254K sold.

Lido Advisors first reported a position in BRG in Q2 2020 and held it in 3 quarters. The position peaked at $330K in Q2 2020. 135 funds tracked by Wall St. Rank hold BRG as of Q4 2021.

  • Lido Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2021 after selling out during the quarter.
  • Lido Advisors sold 20,000 Bluerock Residential Growth REIT, Inc. shares in Q4 2021, an estimated $254K.
  • Lido Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2020 and held it in 3 quarters.
  • Lido Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $330K in Q2 2020.
  • 135 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.