Wellington Management Group
BRG

Wellington Management Group’s Bluerock Residential Growth REIT, Inc. BRG Stock Holding History

Wellington Management Group’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
2017
Q1 		– Sell
-53,750
Closed -$737K – 2331
2016
Q4 		$737K Hold
53,750
– – ﹤0.01% 1933
2016
Q3 		$699K Buy
+53,750
New +$715K ﹤0.01% 1927

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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's BRG Position: Q1 2017 in Review

Wellington Management Group sold out of Bluerock Residential Growth REIT, Inc. (BRG) in Q1 2017, closing a stake of 53,750 shares — an estimated $737K sold.

Wellington Management Group first reported a position in BRG in Q3 2016 and held it in 2 quarters. The position peaked at $737K in Q4 2016. 94 funds tracked by Wall St. Rank hold BRG as of Q1 2017.

  • Wellington Management Group reported no remaining Bluerock Residential Growth REIT, Inc. position as of Q1 2017 after selling out during the quarter.
  • Wellington Management Group sold 53,750 Bluerock Residential Growth REIT, Inc. shares in Q1 2017, an estimated $737K.
  • Wellington Management Group first reported a position in Bluerock Residential Growth REIT, Inc. in Q3 2016 and held it in 2 quarters.
  • Wellington Management Group's Bluerock Residential Growth REIT, Inc. position peaked at $737K in Q4 2016.
  • 94 funds tracked by Wall St. Rank held Bluerock Residential Growth REIT, Inc. as of Q1 2017.

Based on Wellington Management Group's 13F filing for Q1 2017, filed 11 May 2017.