SFG
BRG

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

StrategIQ 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
Q4 		– Sell
-24,900
Closed -$666K – 287
2022
Q3 		$666K Sell
24,900
-12,050
-33% -$317K 0.08% 154
2022
Q2 		$971K Sell
36,950
-6,785
-16% -$179K 0.12% 126
2022
Q1 		$1.16M Sell
43,735
-15,640
-26% -$415K 0.13% 123
2021
Q4 		$1.57M Sell
59,375
-375
-0.6% -$5.95K 0.16% 103
2021
Q3 		$761K Buy
59,750
+100
+0.2% +$1.16K 0.15% 122
2021
Q2 		$607K Buy
59,650
+6,450
+12% +$62.4K 0.12% 133
2021
Q1 		$538K Sell
53,200
-2,700
-5% -$30.4K 0.11% 135
2020
Q4 		$708K Sell
55,900
-585
-1% -$5.64K 0.16% 117
2020
Q3 		$428K Buy
56,485
+1,085
+2% +$8.07K 0.11% 143
2020
Q2 		$448K Buy
+55,400
New +$368K 0.12% 128

Other funds holding BRG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

StrategIQ Financial Group's BRG Position: Q4 2022 in Review

StrategIQ Financial Group sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 24,900 shares — an estimated $666K sold.

StrategIQ Financial Group first reported a position in BRG in Q2 2020 and held it in 10 quarters. The position peaked at $1.57M in Q4 2021. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

  • StrategIQ Financial Group reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
  • StrategIQ Financial Group sold 24,900 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $666K.
  • StrategIQ Financial Group first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2020 and held it in 10 quarters.
  • StrategIQ Financial Group's Bluerock Residential Growth REIT, Inc. position peaked at $1.57M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on StrategIQ Financial Group's 13F filing for Q4 2022, filed 13 Jan 2023.