SWM
BRG

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

Sugarloaf 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
Q2 		– Sell
-1,638
Closed -$17 – 794
2021
Q1 		$17 Buy
+1,638
New +$18.4K 0.01% 440

Other funds holding BRG

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's BRG Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q2 2021, closing a stake of 1,638 shares — an estimated $17 sold.

Sugarloaf Wealth Management first reported a position in BRG in Q1 2021 and held it in 1 quarter. The position peaked at $17 in Q1 2021. 115 funds tracked by Wall St. Rank hold BRG as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,638 Bluerock Residential Growth REIT, Inc. shares in Q2 2021, an estimated $17.
  • Sugarloaf Wealth Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Bluerock Residential Growth REIT, Inc. position peaked at $17 in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.