WCM
BRG

Wealthcare Capital Management’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Wealthcare Capital 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
-84
Closed -$1K – 740
2021
Q1 		$1K Buy
+84
New +$946 ﹤0.01% 741

Other funds holding BRG

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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 $6.73T AUM 46.02% 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

Wealthcare Capital Management's BRG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q2 2021, closing a stake of 84 shares — an estimated $1K sold.

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

  • Wealthcare Capital Management reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 84 Bluerock Residential Growth REIT, Inc. shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Bluerock Residential Growth REIT, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Bluerock Residential Growth REIT, Inc. position peaked at $1K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.