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Bluerock Residential Growth REIT, Inc.

BRGDelisted Oct 6, 2022
Industry
Real Estate Investment Trusts
SEC CIK
0001442626

Bluerock Residential Growth REIT, Inc. was delisted on Oct 6, 2022; its insiders filed their last Form 4 on Feb 14, 2023; 146 institutions reported holding it in 13F filings for Q3 2022, worth $489.6M in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Bluerock Residential Growth REIT, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

BRG is no longer listed, so this page shows Q3 2022. 13F filings for later quarters list far fewer holders.

Institutional holders
146
−2 vs. Q2 2022
Shares held
18.4M
−802.4K (−4.2%) vs. Q2 2022
Total value
$489.6M
−$12.8M (−2.5%) vs. Q2 2022
New holders
16
59 more added
Sold out
18
50 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 146 institutions
Q1 2021: 111 institutionsQ2 2021: 115 institutionsQ3 2021: 116 institutionsQ4 2021: 135 institutionsQ1 2022: 142 institutionsQ2 2022: 148 institutionsQ3 2022: 146 institutionsQ4 2022: 1 institutionQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $489.6M
Q1 2021: $125.3MQ2 2021: $118.6MQ3 2021: $140.9MQ4 2021: $390.8MQ1 2022: $467.9MQ2 2022: $502.4MQ3 2022: $489.6MQ4 2022: $90.0KQ1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding BRG and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20221$90.0K
Q3 2022146$489.6M
Q2 2022148$502.4M
Q1 2022142$467.9M
Q4 2021135$390.8M
Q3 2021116$140.9M
Q2 2021115$118.6M
Q1 2021111$125.3M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Bluerock Residential Growth REIT, Inc.; share changes are against Q2 2022.

Institutions holding BRG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,946,321$78.8M0.00%+15,180+0.5%Added
BlackRock Inc.2,075,583$55.5M0.00%+38,248+1.9%Added
Goldman Sachs Group Inc910,140$24.3M0.01%−23,164−2.5%Reduced
Alpine Associates Management Inc.726,321$19.4M0.81%−106,700−12.8%Reduced
Millennium Management LLC620,928$16.6M0.02%+14,998+2.5%Added
State Street Corp593,337$15.9M0.00%+99,705+20.2%Added
Geode Capital Management, LLC540,766$14.5M0.00%−4,367−0.8%Reduced
CSS LLC502,750$13.4M0.78%+135,765+37.0%Added
Farallon Capital Management, L.L.C.486,902$13.0M0.08%−12,098−2.4%Reduced
Westchester Capital Management, LLC485,276$13.0M0.39%00.0%Unchanged
Balyasny Asset Management LLC482,758$12.9M0.05%−675,102−58.3%Reduced
Tudor Investment Corp Et Al405,292$10.8M0.27%+305,292+305.3%Added
Barclays PLC363,206$9.72M0.01%−490,378−57.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund356,000$9.52M0.05%+356,000New
Dimensional Fund Advisors LP339,685$9.09M0.00%−41,062−10.8%Reduced
UBS Group AG336,869$9.01M0.01%+331,881+6,653.6%Added
Water Island Capital LLC310,306$8.30M0.47%+1200.0%Added
Kennedy Capital Management, Inc.291,371$7.79M0.23%−2,345−0.8%Reduced
Northern Trust Corp283,865$7.59M0.00%−1,590−0.6%Reduced
Morgan Stanley269,875$7.22M0.00%+48,467+21.9%Added
Verition Fund Management LLC231,103$6.18M0.09%+231,103New
DLD Asset Management, LP210,000$5.62M0.51%+90,947+76.4%Added
Bank of New York Mellon Corp209,298$5.60M0.00%+20,235+10.7%Added
Cambridge Investment Research Advisors, Inc.204,126$5.46M0.03%+87,632+75.2%Added
Charles Schwab Investment Management Inc202,896$5.43M0.00%+3,175+1.6%Added
Nomura Holdings Inc200,000$5.35M0.05%+200,000New
Two Sigma Advisers, LP185,900$4.97M0.01%−15,000−7.5%Reduced
Gabelli Funds LLC181,291$4.85M0.04%+73,738+68.6%Added
Glazer Capital, LLC148,670$3.98M0.07%−685,688−82.2%Reduced
Bard Associates Inc140,613$3.76M1.70%−3,950−2.7%Reduced
Gabelli & Co Investment Advisers, Inc.128,350$3.43M0.45%+71,550+126.0%Added
Fifth Lane Capital, LP122,775$3.28M1.86%+122,774+12,277,400.0%Added
Cetera Advisor Networks LLC118,566$3.17M0.04%−2,830−2.3%Reduced
Jefferies Group LLC115,000$3.08M0.09%+74,067+180.9%Added
Anson Funds Management LP111,489$2.98M0.57%+60,566+118.9%Added
Equitec Proprietary Markets, LLC103,257$2.76M1.22%−42,543−29.2%Reduced
Arena Investors LP103,131$2.76M1.40%−30,300−22.7%Reduced
Voloridge Investment Management, LLC91,052$2.44M0.01%−40,330−30.7%Reduced
Acorn Financial Advisory Services Inc88,226$2.36M0.56%+12,296+16.2%Added
JPMorgan Chase & Co88,058$2.36M0.00%−35,877−28.9%Reduced
Boothbay Fund Management, LLC85,845$2.30M0.08%+85,845New
Sarissa Consulting LLC83,058$2.22M2.30%−1,310−1.6%Reduced
Swiss National Bank70,700$1.89M0.00%+1,800+2.6%Added
AE Wealth Management LLC64,562$1.73M0.01%+5,995+10.2%Added
Citigroup Inc56,197$1.50M0.00%−16,272−22.5%Reduced
Advisor Group Holdings, Inc.56,094$1.50M0.00%−3,641−6.1%Reduced
UBS Asset Management Americas Inc53,535$1.43M0.00%−2,094−3.8%Reduced
Rhumbline Advisers50,306$1.35M0.00%+5,767+12.9%Added
Qube Research & Technologies Ltd48,862$1.31M0.01%+23,507+92.7%Added
Nuveen Asset Management, LLC91,964$1.28M0.00%+7,894+9.4%Added
Telemetry Investments, L.L.C.47,866$1.28M2.10%+4,700+10.9%Added
Arkadios Wealth Advisors45,666$1.22M0.19%+5,845+14.7%Added
Invesco Ltd.45,458$1.22M0.00%−9,773−17.7%Reduced
Asset Management One Co.,Ltd.43,775$1.17M0.01%−378−0.9%Reduced
Kovack Advisors, Inc.43,638$1.17M0.17%+2,841+7.0%Added
Bank of Montreal38,722$1.04M0.00%−463−1.2%Reduced
PenderFund Capital Management Ltd.27,600$1.02M0.32%+4,100+17.4%Added
California State Teachers Retirement System36,980$989.0K0.00%−203−0.5%Reduced
National Asset Management, Inc.36,791$985.0K0.03%−4,994−12.0%Reduced
LPL Financial LLC36,374$973.0K0.00%−8,222−18.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.32,372$866.0K0.00%−567−1.7%Reduced
Alliancebernstein L.P.30,238$809.0K0.00%+48+0.2%Added
STRS Ohio29,572$791.0K0.00%−7,745−20.8%Reduced
Highland Capital Management Fund Advisors, L.P.28,052$750.0K0.05%00.0%Unchanged
Mutual Advisors, LLC27,907$747.0K0.04%+1,073+4.0%Added
Nomura Asset Management Co Ltd27,900$746.3K0.00%+2,600+10.3%Added
683 Capital Management, LLC27,212$728.0K0.06%00.0%Unchanged
Sunbelt Securities, Inc.26,708$714.0K0.15%+1,185+4.6%Added
Ursa Fund Management, LLC25,000$669.0K0.48%+25,000New
StrategIQ Financial Group, LLC24,900$666.0K0.08%−12,050−32.6%Reduced
Carmel Capital Partners, LLC24,584$658.0K0.64%00.0%Unchanged
Price T Rowe Associates Inc22,259$595.0K0.00%−477−2.1%Reduced
Stockman Wealth Management, Inc.21,900$586.0K0.16%00.0%Unchanged
Jane Street Group, LLC20,539$549.0K0.00%−92,988−81.9%Reduced
Credit Suisse AG20,385$545.0K0.00%+541+2.7%Added
New York State Common Retirement Fund20,059$537.0K0.00%+259+1.3%Added
Victory Capital Management Inc19,442$520.0K0.00%+7,840+67.6%Added
United Capital Financial Advisers, LLC19,378$518.0K0.00%+38+0.2%Added
Navis Wealth Advisors, LLC17,865$478.0K0.74%00.0%Unchanged
Susquehanna International Group, LLP17,526$469.0K0.00%−9,521−35.2%Reduced
Virtu Financial LLC16,393$439.0K0.04%+16,393New
CenterBook Partners LP15,300$409.0K0.08%+6,935+82.9%Added
MetLife Investment Management15,007$401.4K0.00%00.0%Unchanged
Two Sigma Investments, LP14,601$391.0K0.00%−21,700−59.8%Reduced
Cetera Investment Advisers14,447$386.0K0.01%+1,390+10.6%Added
State of Alaska, Department of Revenue14,253$380.0K0.01%+298+2.1%Added
Cambria Investment Management, L.P.14,000$375.0K0.04%+4,900+53.8%Added
BNP Paribas Arbitrage, SA13,912$372.1K0.00%+5,270+61.0%Added
Foundations Investment Advisors, LLC13,748$368.0K0.02%00.0%Unchanged
American International Group, Inc.13,611$364.0K0.00%+192+1.4%Added
Deutsche Bank AG12,812$343.0K0.00%−85,403−87.0%Reduced
Yakira Capital Management, Inc.12,603$337.0K0.05%−63,458−83.4%Reduced
Susquehanna Fundamental Investments, LLC12,600$337.0K0.01%+12,600New
Mirae Asset Global Investments Co., Ltd.12,686$337.0K0.00%+12,686New
Bank of America Corp12,570$336.0K0.00%+3,579+39.8%Added
Independent Advisor Alliance12,509$335.0K0.02%−589−4.5%Reduced
Capital Investment Advisory Services, LLC12,380$331.0K0.04%−11,718−48.6%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,183$326.0K0.00%−265−2.1%Reduced
Newbridge Financial Services Group, Inc.12,171$326.0K0.19%+14+0.1%Added
Bank of Nova Scotia12,178$326.0K0.00%+12,178New