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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, Q1 2022

Institutional positions in Bluerock Residential Growth REIT, Inc. as of Mar 31, 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

Institutional holders
142
+8 vs. Q4 2021
Shares held
17.1M
+2.25M (+15.1%) vs. Q4 2021
Total value
$467.9M
+$77.1M (+19.7%) vs. Q4 2021
New holders
29
48 more added
Sold out
21
49 more reduced

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 142 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 heldQ1 2022: $467.9M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Bluerock Residential Growth REIT, Inc.; share changes are against Q4 2021.

Institutions holding BRG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Glazer Capital, LLC1,402,017$37.3M1.05%+1,402,017New
Balyasny Asset Management LLC1,302,135$34.6M0.15%+542,907+71.5%Added
Vanguard Group Inc1,152,108$30.6M0.00%+2,657+0.2%Added
Goldman Sachs Group Inc843,238$22.4M0.01%+818,819+3,353.2%Added
Alpine Associates Management Inc.836,221$22.2M0.95%+119,421+16.7%Added
Millennium Management LLC718,417$19.1M0.02%−150,581−17.3%Reduced
Ursa Fund Management, LLC650,000$17.3M13.92%+650,000New
BlackRock Inc.596,253$15.8M0.00%+2,412+0.4%Added
Barclays PLC537,593$14.3M0.01%+264,297+96.7%Added
TIG Advisors, LLC511,031$13.6M0.55%−47,595−8.5%Reduced
Farallon Capital Management, L.L.C.49,900$13.3M0.07%−214,100−81.1%Reduced
Westchester Capital Management, LLC485,276$12.9M0.41%−30,823−6.0%Reduced
Water Island Capital LLC476,558$12.7M0.64%−5,442−1.1%Reduced
Jane Street Group, LLC393,275$10.4M0.02%+393,275New
Dimensional Fund Advisors LP391,936$10.4M0.00%00.0%Unchanged
Kennedy Capital Management, Inc.325,387$8.65M0.20%−19,178−5.6%Reduced
PEAK6 Investments LLC265,941$7.07M0.21%−442,699−62.5%Reduced
Alpine Global Management, LLC245,000$6.51M1.72%+145,000+145.0%Added
Geode Capital Management, LLC242,690$6.45M0.00%+2,768+1.2%Added
Verition Fund Management LLC221,279$5.88M0.11%+106,540+92.9%Added
IndexIQ Advisors LLC209,979$5.58M0.20%+201,488+2,373.0%Added
Tudor Investment Corp Et Al205,171$5.45M0.14%−429−0.2%Reduced
Qube Research & Technologies Ltd193,177$5.13M0.05%+125,173+184.1%Added
Susquehanna International Group, LLP192,665$5.12M0.01%−168,399−46.6%Reduced
Invesco Ltd.189,085$5.02M0.00%−373,542−66.4%Reduced
Yakira Capital Management, Inc.181,372$4.82M0.70%+119,550+193.4%Added
Morgan Stanley168,531$4.48M0.00%+8,567+5.4%Added
Two Sigma Advisers, LP165,000$4.38M0.01%+42,500+34.7%Added
Clear Street Markets LLC160,900$4.28M1.28%+57,300+55.3%Added
JPMorgan Chase & Co158,498$4.21M0.00%+42,549+36.7%Added
Bard Associates Inc157,962$4.20M1.48%−5,815−3.6%Reduced
CSS LLC153,942$4.09M0.17%+153,942New
DLD Asset Management, LP145,068$3.85M0.28%+20,068+16.1%Added
Charles Schwab Investment Management Inc141,017$3.75M0.00%+128,616+1,037.1%Added
HGI Capital Management, LLC129,448$3.44M1.06%00.0%Unchanged
Advisor Group Holdings, Inc.65,780$3.23M0.01%−6,164−8.6%Reduced
Cambridge Investment Research Advisors, Inc.120,229$3.19M0.01%−134,365−52.8%Reduced
Equitec Proprietary Markets, LLC115,500$3.07M1.50%+96,200+498.4%Added
State Street Corp109,486$2.92M0.00%−1,657−1.5%Reduced
Gabelli Funds LLC100,103$2.66M0.02%+26,300+35.6%Added
Bluefin Capital Management, LLC92,712$2.46M0.43%+67,412+266.5%Added
Northern Trust Corp85,373$2.27M0.00%−2,132−2.4%Reduced
Bank of New York Mellon Corp84,319$2.24M0.00%−11,265−11.8%Reduced
Citadel Advisors LLC81,110$2.15M0.00%−130,636−61.7%Reduced
Acorn Financial Advisory Services Inc75,930$2.02M0.40%+75,930New
Arrowstreet Capital, Limited Partnership63,405$1.69M0.00%+63,405New
Susquehanna Fundamental Investments, LLC61,400$1.63M0.03%00.0%Unchanged
FNY Investment Advisers, LLC59,248$1.57M1.50%+40,288+212.5%Added
AE Wealth Management LLC58,511$1.55M0.01%−274−0.5%Reduced
Sarissa Consulting LLC57,274$1.52M2.41%+20,274+54.8%Added
Arena Investors LP55,699$1.48M0.97%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.54,300$1.44M0.19%+16,100+42.1%Added
Parametric Portfolio Associates LLC53,684$1.43M0.00%−11,889−18.1%Reduced
Group One Trading, L.P.53,510$1.42M0.03%−182,705−77.3%Reduced
Arkadios Wealth Advisors52,666$1.40M0.18%+52,666New
First Trust Advisors LP48,236$1.28M0.00%+867+1.8%Added
LPL Financial LLC45,295$1.20M0.00%+25,962+134.3%Added
StrategIQ Financial Group, LLC43,735$1.16M0.13%−15,640−26.3%Reduced
National Asset Management, Inc.41,711$1.11M0.04%+11,729+39.1%Added
Asset Management One Co.,Ltd.41,492$1.10M0.00%−3,158−7.1%Reduced
Kovack Advisors, Inc.40,762$1.08M0.11%−5,923−12.7%Reduced
Sunbelt Securities, Inc.39,785$1.06M0.19%−59,235−59.8%Reduced
Two Sigma Investments, LP37,401$994.0K0.00%−40,675−52.1%Reduced
Prelude Capital Management, LLC35,532$944.0K0.04%+12,357+53.3%Added
Bank of America Corp35,282$937.0K0.00%+865+2.5%Added
Sumitomo Mitsui Trust Holdings, Inc.34,961$929.0K0.00%−1,197−3.3%Reduced
Telemetry Investments, L.L.C.33,520$891.0K1.43%+14,979+80.8%Added
HAP Trading, LLC33,025$877.0K0.10%+33,025New
LMR Partners LLP31,952$849.0K0.01%+31,952New
Landscape Capital Management, L.L.C.30,956$823.0K0.10%+30,956New
Navis Wealth Advisors, LLC30,715$816.0K0.72%−10,650−25.7%Reduced
Ameriprise Financial Inc30,170$802.0K0.00%−800−2.6%Reduced
STRS Ohio28,936$768.0K0.00%−286−1.0%Reduced
ExodusPoint Capital Management, LP28,371$754.0K0.01%−49,122−63.4%Reduced
Highland Capital Management Fund Advisors, L.P.28,052$745.0K0.10%−26,670−48.7%Reduced
Atria Wealth Solutions, Inc.27,360$731.0K0.01%+27,360New
683 Capital Management, LLC27,212$723.0K0.04%00.0%Unchanged
Price T Rowe Associates Inc26,100$693.0K0.00%−11,600−30.8%Reduced
Mutual Advisors, LLC25,954$690.0K0.04%+25,954New
Anson Funds Management LP25,923$689.0K0.09%+25,923New
Carmel Capital Partners, LLC25,424$676.0K0.56%−3,332−11.6%Reduced
Nomura Asset Management Co Ltd23,900$635.0K0.00%+900+3.9%Added
Capital Investment Advisory Services, LLC23,557$626.0K0.07%−35,277−60.0%Reduced
Cetera Advisor Networks LLC23,560$626.0K0.01%+3,545+17.7%Added
Stockman Wealth Management, Inc.21,900$582.0K0.12%00.0%Unchanged
Spire Wealth Management19,683$523.0K0.01%+6,645+51.0%Added
Cambria Investment Management, L.P.19,500$518.0K0.07%+3,900+25.0%Added
Newbridge Financial Services Group, Inc.19,003$505.0K0.25%−3,741−16.4%Reduced
Royal Bank of Canada18,468$491.0K0.00%+11,664+171.4%Added
PenderFund Capital Management Ltd.14,400$478.0K0.12%+14,400New
United Capital Financial Advisers, LLC17,888$475.0K0.00%+17,888New
Diametric Capital, LP16,425$436.0K0.24%+16,425New
HRT Financial LP14,598$387.0K0.00%−59,611−80.3%Reduced
Renaissance Technologies LLC14,400$383.0K0.00%+14,400New
Independent Advisor Alliance14,319$380.0K0.02%−345−2.4%Reduced
Sagefield Capital LP14,000$372.0K0.16%+14,000New
Foundations Investment Advisors, LLC13,748$364.0K0.01%+13,748New
State of Alaska, Department of Revenue13,605$360.0K0.00%+75+0.6%Added
Centaurus Financial, Inc.12,810$340.0K0.03%−10,018−43.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,448$331.0K0.00%00.0%Unchanged