V
BRG

Veritable’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Veritable’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
Q3 		– Sell
-12,302
Closed -$323K – 934
2022
Q2 		$323K Buy
+12,302
New +$325K 0.01% 656

Other funds holding BRG

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Veritable's BRG Position: Q3 2022 in Review

Veritable sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q3 2022, closing a stake of 12,302 shares — an estimated $323K sold.

Veritable first reported a position in BRG in Q2 2022 and held it in 1 quarter. The position peaked at $323K in Q2 2022. 147 funds tracked by Wall St. Rank hold BRG as of Q3 2022.

  • Veritable reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q3 2022 after selling out during the quarter.
  • Veritable sold 12,302 Bluerock Residential Growth REIT, Inc. shares in Q3 2022, an estimated $323K.
  • Veritable first reported a position in Bluerock Residential Growth REIT, Inc. in Q2 2022 and held it in 1 quarter.
  • Veritable's Bluerock Residential Growth REIT, Inc. position peaked at $323K in Q2 2022.
  • 147 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.