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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 2022

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

Institutional holders
148
+11 vs. Q1 2022
Shares held
19.2M
+2.37M (+14.1%) vs. Q1 2022
Total value
$502.4M
+$43.1M (+9.4%) vs. Q1 2022
New holders
35
51 more added
Sold out
24
47 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2022: 148 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 2022: $502.4M
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 2022

Shares, value and share of portfolio for each institution holding Bluerock Residential Growth REIT, Inc.; share changes are against Q1 2022.

Institutions holding BRG in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc2,931,141$77.1M0.00%+1,779,033+154.4%Added
BlackRock Inc.2,037,335$53.6M0.00%+1,441,082+241.7%Added
Balyasny Asset Management LLC1,157,860$30.4M0.13%−144,275−11.1%Reduced
Goldman Sachs Group Inc933,304$24.5M0.01%+90,066+10.7%Added
Barclays PLC853,584$22.4M0.02%+315,991+58.8%Added
Glazer Capital, LLC834,358$21.9M0.55%−567,659−40.5%Reduced
Alpine Associates Management Inc.833,021$21.9M0.82%−3,200−0.4%Reduced
Millennium Management LLC605,930$15.9M0.02%−112,487−15.7%Reduced
Geode Capital Management, LLC545,133$14.3M0.00%+302,443+124.6%Added
Farallon Capital Management, L.L.C.499,000$13.1M0.08%+449,100+900.0%Added
State Street Corp493,632$13.0M0.00%+384,146+350.9%Added
Westchester Capital Management, LLC485,276$12.8M0.40%00.0%Unchanged
Dimensional Fund Advisors LP380,747$10.0M0.00%−11,189−2.9%Reduced
CSS LLC366,985$9.65M0.46%+213,043+138.4%Added
Water Island Capital LLC310,186$8.15M0.51%−166,372−34.9%Reduced
Kennedy Capital Management, Inc.293,716$7.72M0.22%−31,671−9.7%Reduced
Northern Trust Corp285,455$7.50M0.00%+200,082+234.4%Added
Norges Bank248,300$6.53M0.00%+248,300New
Morgan Stanley221,408$5.82M0.00%+52,877+31.4%Added
Two Sigma Advisers, LP200,900$5.28M0.01%+35,900+21.8%Added
Charles Schwab Investment Management Inc199,721$5.25M0.00%+58,704+41.6%Added
New York Life Investment Management LLC192,451$5.06M0.06%+192,451New
Bank of New York Mellon Corp189,063$4.97M0.00%+104,744+124.2%Added
Equitec Proprietary Markets, LLC145,800$3.83M1.80%+30,300+26.2%Added
Bard Associates Inc144,563$3.82M1.64%−13,399−8.5%Reduced
Arena Investors LP133,431$3.51M1.64%+77,732+139.6%Added
Voloridge Investment Management, LLC131,382$3.45M0.02%+131,382New
Bluefin Capital Management, LLC128,194$3.35M0.46%+35,482+38.3%Added
JPMorgan Chase & Co123,935$3.26M0.00%−34,563−21.8%Reduced
Cetera Advisor Networks LLC121,396$3.19M0.04%+97,836+415.3%Added
DLD Asset Management, LP119,053$3.13M0.26%−26,015−17.9%Reduced
Cambridge Investment Research Advisors, Inc.116,494$3.06M0.02%−3,735−3.1%Reduced
Jane Street Group, LLC113,527$2.98M0.01%−279,748−71.1%Reduced
Gabelli Funds LLC107,553$2.83M0.02%+7,450+7.4%Added
Tudor Investment Corp Et Al100,000$2.63M0.08%−105,171−51.3%Reduced
Deutsche Bank AG98,215$2.58M0.00%+98,215New
Sarissa Consulting LLC84,368$2.22M3.16%+27,094+47.3%Added
FNY Investment Advisers, LLC84,247$2.21M1.64%+24,999+42.2%Added
Yakira Capital Management, Inc.76,061$2.00M0.31%−105,311−58.1%Reduced
Acorn Financial Advisory Services Inc75,930$2.00M0.48%00.0%Unchanged
Citigroup Inc72,469$1.91M0.00%+72,442+268,303.7%Added
Swiss National Bank68,900$1.81M0.00%+68,900New
Advisor Group Holdings, Inc.59,735$1.57M0.00%−6,045−9.2%Reduced
AE Wealth Management LLC58,567$1.54M0.01%+56+0.1%Added
Gabelli & Co Investment Advisers, Inc.56,800$1.49M0.19%+2,500+4.6%Added
UBS Asset Management Americas Inc55,629$1.46M0.00%+55,629New
Invesco Ltd.55,231$1.45M0.00%−133,854−70.8%Reduced
Renaissance Technologies LLC51,900$1.36M0.00%+37,500+260.4%Added
Anson Funds Management LP50,923$1.34M0.19%+25,000+96.4%Added
First Trust Advisors LP47,154$1.24M0.00%−1,082−2.2%Reduced
LPL Financial LLC44,596$1.17M0.00%−699−1.5%Reduced
Rhumbline Advisers44,539$1.17M0.00%+44,539New
Nuveen Asset Management, LLC84,070$1.17M0.00%+84,070New
Asset Management One Co.,Ltd.44,153$1.16M0.01%+2,661+6.4%Added
Telemetry Investments, L.L.C.43,166$1.14M1.73%+9,646+28.8%Added
National Asset Management, Inc.41,785$1.10M0.05%+74+0.2%Added
Jefferies Group LLC40,933$1.08M0.03%+40,933New
Kovack Advisors, Inc.40,797$1.07M0.14%+35+0.1%Added
Arkadios Wealth Advisors39,821$1.05M0.16%−12,845−24.4%Reduced
Bank of Montreal39,185$1.03M0.00%+39,185New
STRS Ohio37,317$981.0K0.00%+8,381+29.0%Added
California State Teachers Retirement System37,183$978.0K0.00%+37,183New
StrategIQ Financial Group, LLC36,950$971.0K0.12%−6,785−15.5%Reduced
Two Sigma Investments, LP36,301$954.0K0.00%−1,100−2.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.32,939$866.0K0.00%−2,022−5.8%Reduced
PenderFund Capital Management Ltd.23,500$795.0K0.22%+9,100+63.2%Added
Alliancebernstein L.P.30,190$794.0K0.00%+30,190New
Highland Capital Management Fund Advisors, L.P.28,052$737.0K0.07%00.0%Unchanged
683 Capital Management, LLC27,212$715.0K0.05%00.0%Unchanged
Susquehanna International Group, LLP27,047$711.0K0.00%−165,618−86.0%Reduced
Mutual Advisors, LLC26,834$705.0K0.05%+880+3.4%Added
Sunbelt Securities, Inc.25,523$671.0K0.14%−14,262−35.8%Reduced
Qube Research & Technologies Ltd25,355$667.0K0.01%−167,822−86.9%Reduced
Nomura Asset Management Co Ltd25,300$665.1K0.00%+1,400+5.9%Added
Carmel Capital Partners, LLC24,584$646.0K0.60%−840−3.3%Reduced
Capital Investment Advisory Services, LLC24,098$634.0K0.08%+541+2.3%Added
Atria Wealth Solutions, Inc.23,166$613.0K0.01%−4,194−15.3%Reduced
Price T Rowe Associates Inc22,736$598.0K0.00%−3,364−12.9%Reduced
Stockman Wealth Management, Inc.21,900$576.0K0.15%00.0%Unchanged
Citadel Advisors LLC20,472$538.0K0.00%−60,638−74.8%Reduced
Credit Suisse AG19,844$522.0K0.00%+19,844New
New York State Common Retirement Fund19,800$521.0K0.00%+19,800New
Guggenheim Capital LLC19,465$512.0K0.00%+19,465New
United Capital Financial Advisers, LLC19,340$508.0K0.00%+1,452+8.1%Added
Navis Wealth Advisors, LLC17,865$470.0K0.50%−12,850−41.8%Reduced
Diametric Capital, LP15,539$409.0K0.30%−886−5.4%Reduced
MetLife Investment Management15,007$394.5K0.00%+15,007New
Sagefield Capital LP15,000$394.0K0.18%+1,000+7.1%Added
Group One Trading, L.P.14,016$368.0K0.01%−39,494−73.8%Reduced
State of Alaska, Department of Revenue13,955$366.0K0.00%+350+2.6%Added
Foundations Investment Advisors, LLC13,748$358.0K0.01%00.0%Unchanged
American International Group, Inc.13,419$353.0K0.00%+13,419New
Independent Advisor Alliance13,098$344.0K0.02%−1,221−8.5%Reduced
Cetera Investment Advisers13,057$343.0K0.01%+2,055+18.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,448$327.0K0.00%00.0%Unchanged
Veritable, L.P.12,302$323.0K0.01%+12,302New
Newbridge Financial Services Group, Inc.12,157$320.0K0.20%−6,846−36.0%Reduced
Centaurus Financial, Inc.12,094$318.0K0.03%−716−5.6%Reduced
Prelude Capital Management, LLC11,897$313.0K0.02%−23,635−66.5%Reduced
Manufacturers Life Insurance Company, The11,640$306.0K0.00%+11,640New