MWNA
BRG

Marshall Wace North America’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Marshall Wace North America’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
2020
Q1 		– Sell
-2,234
Closed -$27K – 1709
2019
Q4 		$27K Buy
+2,234
New +$26.6K ﹤0.01% 1190
2018
Q3 		– Sell
-24,705
Closed -$220K – 1496
2018
Q2 		$220K Buy
+24,705
New +$220K ﹤0.01% 1253

Other funds holding BRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace North America's BRG Position: Q1 2020 in Review

Marshall Wace North America sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2020, closing a stake of 2,234 shares — an estimated $27K sold.

Marshall Wace North America first reported a position in BRG in Q2 2018 and held it in 2 quarters. The position peaked at $220K in Q2 2018. 115 funds tracked by Wall St. Rank hold BRG as of Q1 2020.

  • Marshall Wace North America reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2020 after selling out during the quarter.
  • Marshall Wace North America sold 2,234 Bluerock Residential Growth REIT, Inc. shares in Q1 2020, an estimated $27K.
  • Marshall Wace North America first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2018 and held it in 2 quarters.
  • Marshall Wace North America's Bluerock Residential Growth REIT, Inc. position peaked at $220K in Q2 2018.
  • 115 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2020.

Based on Marshall Wace North America's 13F filing for Q1 2020, filed 15 May 2020.