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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, Q2 2021

Institutional positions in Bluerock Residential Growth REIT, Inc. as of Jun 30, 2021. 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

Institutional holders
115
+4 vs. Q1 2021
Shares held
11.6M
−835.3K (−6.7%) vs. Q1 2021
Total value
$118.6M
−$6.64M (−5.3%) vs. Q1 2021
New holders
25
41 more added
Sold out
21
33 more reduced

Compare with Q1 2021: 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 holdersQ2 2021: 115 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 heldQ2 2021: $118.6M
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, Q2 2021

Shares, value and share of portfolio for each institution holding Bluerock Residential Growth REIT, Inc.; share changes are against Q1 2021.

Institutions holding BRG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arrowstreet Capital, Limited Partnership155,467$1.58M0.00%+106,709+218.9%Added
Bard Associates Inc161,202$1.64M0.54%00.0%Unchanged
D.A. Davidson & Co.193,490$1.97M0.02%−21,263−9.9%Reduced
Two Sigma Investments, LP205,960$2.10M0.01%+188,235+1,062.0%Added
Sunbelt Securities, Inc.193,417$2.15M0.39%+25,644+15.3%Added
Geode Capital Management, LLC257,419$2.62M0.00%−137,651−34.8%Reduced
Strategic Wealth Management Inc262,068$2.67M1.44%−954−0.4%Reduced
Cambridge Investment Research Advisors, Inc.274,801$2.79M0.01%+72,738+36.0%Added
Dimensional Fund Advisors LP386,035$3.93M0.00%+2,330+0.6%Added
Millennium Management LLC411,260$4.18M0.01%+411,260New
Kennedy Capital Management, Inc.419,501$4.27M0.09%+76,527+22.3%Added
BlackRock Inc.596,092$6.06M0.00%−1,230,915−67.4%Reduced
Vanguard Group Inc1,188,338$12.1M0.00%−58,126−4.7%Reduced
Invesco Ltd.1,511,670$15.4M0.00%+567,705+60.1%Added
Alliancebernstein L.P.2,165,501$22.0M0.01%+208,610+10.7%Added
Nuveen Asset Management, LLC0$00.00%−319,724−100.0%Sold out
Rhumbline Advisers0$00.00%−63,994−100.0%Sold out
California Public Employees Retirement System0$00.00%−50,100−100.0%Sold out
California State Teachers Retirement System0$00.00%−33,370−100.0%Sold out
DuPont Capital Management Corp0$00.00%−25,239−100.0%Sold out
Destination Wealth Management0$00.00%−24,483−100.0%Sold out
Algert Global LLC0$00.00%−22,620−100.0%Sold out
Virtu Financial LLC0$00.00%−16,790−100.0%Sold out
State Board of Administration of Florida Retirement System0$00.00%−16,744−100.0%Sold out
Paloma Partners Management Co0$00.00%−16,227−100.0%Sold out
Claraphi Advisory Network, LLC0$00.00%−13,269−100.0%Sold out
American International Group, Inc.0$00.00%−12,894−100.0%Sold out
Deutsche Bank AG0$00.00%−12,510−100.0%Sold out
Voya Investment Management LLC0$00.00%−10,643−100.0%Sold out
Group One Trading, L.P.0$00.00%−3,300−100.0%Sold out
Ameritas Investment Partners, Inc.0$00.00%−2,019−100.0%Sold out
Legal & General Group Plc0$00.00%−1,852−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−1,638−100.0%Sold out
Bank of Montreal0$00.00%−1,316−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−84−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−79,359−100.0%Sold out