United Capital Financial Advisors’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

United Capital Financial 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
2022 Q4	–	Sell	-19,378	Closed	-$518K	–	1131
2022 Q3	$518K	Buy	19,378 +38	+0.2%	+$1K	﹤0.01%	752
2022 Q2	$508K	Buy	19,340 +1,452	+8%	+$38.4K	﹤0.01%	792
2022 Q1	$475K	Buy	+17,888	New	+$475K	﹤0.01%	846

Other funds holding BRG

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

United Capital Financial Advisors's BRG Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q4 2022, closing a stake of 19,378 shares — an estimated $518K sold.

United Capital Financial Advisors first reported a position in BRG in Q1 2022 and held it in 3 quarters. The position peaked at $518K in Q3 2022. 1 fund tracked by Wall St. Rank holds BRG as of Q4 2022.

United Capital Financial Advisors reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 19,378 Bluerock Residential Growth REIT, Inc. shares in Q4 2022, an estimated $518K.
United Capital Financial Advisors first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2022 and held it in 3 quarters.
United Capital Financial Advisors's Bluerock Residential Growth REIT, Inc. position peaked at $518K in Q3 2022.
1 fund tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.