MIAN
BRG

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

Mariner Independent Advisor Network’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
Q2 		– Sell
-75,877
Closed -$644K – 331
2018
Q1 		$644K Sell
75,877
-11,276
-13% -$94.6K 0.04% 265
2017
Q4 		$805K Buy
+87,153
New +$968K 0.08% 201
2017
Q2 		– Sell
-18,560
Closed -$228K – 360
2017
Q1 		$228K Buy
+18,560
New +$237K 0.03% 236

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
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Mariner Independent Advisor Network's BRG Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q2 2018, closing a stake of 75,877 shares — an estimated $644K sold.

Mariner Independent Advisor Network first reported a position in BRG in Q1 2017 and held it in 3 quarters. The position peaked at $805K in Q4 2017. 105 funds tracked by Wall St. Rank hold BRG as of Q2 2018.

  • Mariner Independent Advisor Network reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q2 2018 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 75,877 Bluerock Residential Growth REIT, Inc. shares in Q2 2018, an estimated $644K.
  • Mariner Independent Advisor Network first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2017 and held it in 3 quarters.
  • Mariner Independent Advisor Network's Bluerock Residential Growth REIT, Inc. position peaked at $805K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.