WAM
BRG

Wealthspire Advisors (Maryland)’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-25
Closed – – 2270
2019
Q1 		$0 Hold
25
– – ﹤0.01% 2630
2018
Q4 		$0 Buy
+25
New +$231 ﹤0.01% 2612

Other funds holding BRG

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
HCM
HGI Capital Management New York $36.4M AUM 4.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BRG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q2 2019, closing a stake of 25 shares.

Wealthspire Advisors (Maryland) first reported a position in BRG in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 115 funds tracked by Wall St. Rank hold BRG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Bluerock Residential Growth REIT, Inc. shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Bluerock Residential Growth REIT, Inc. in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Bluerock Residential Growth REIT, Inc. position peaked at $0 in Q1 2019.
  • 115 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.