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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
Renaissance Technologies LLC51,900$1.36M0.00%+37,500+260.4%Added
Invesco Ltd.55,231$1.45M0.00%−133,854−70.8%Reduced
UBS Asset Management Americas Inc55,629$1.46M0.00%+55,629New
Gabelli & Co Investment Advisers, Inc.56,800$1.49M0.19%+2,500+4.6%Added
AE Wealth Management LLC58,567$1.54M0.01%+56+0.1%Added
Advisor Group Holdings, Inc.59,735$1.57M0.00%−6,045−9.2%Reduced
Swiss National Bank68,900$1.81M0.00%+68,900New
Citigroup Inc72,469$1.91M0.00%+72,442+268,303.7%Added
Acorn Financial Advisory Services Inc75,930$2.00M0.48%00.0%Unchanged
Yakira Capital Management, Inc.76,061$2.00M0.31%−105,311−58.1%Reduced
FNY Investment Advisers, LLC84,247$2.21M1.64%+24,999+42.2%Added
Sarissa Consulting LLC84,368$2.22M3.16%+27,094+47.3%Added
Deutsche Bank AG98,215$2.58M0.00%+98,215New
Tudor Investment Corp Et Al100,000$2.63M0.08%−105,171−51.3%Reduced
Gabelli Funds LLC107,553$2.83M0.02%+7,450+7.4%Added
Jane Street Group, LLC113,527$2.98M0.01%−279,748−71.1%Reduced
Cambridge Investment Research Advisors, Inc.116,494$3.06M0.02%−3,735−3.1%Reduced
DLD Asset Management, LP119,053$3.13M0.26%−26,015−17.9%Reduced
Cetera Advisor Networks LLC121,396$3.19M0.04%+97,836+415.3%Added
JPMorgan Chase & Co123,935$3.26M0.00%−34,563−21.8%Reduced
Bluefin Capital Management, LLC128,194$3.35M0.46%+35,482+38.3%Added
Voloridge Investment Management, LLC131,382$3.45M0.02%+131,382New
Arena Investors LP133,431$3.51M1.64%+77,732+139.6%Added
Bard Associates Inc144,563$3.82M1.64%−13,399−8.5%Reduced
Equitec Proprietary Markets, LLC145,800$3.83M1.80%+30,300+26.2%Added
Bank of New York Mellon Corp189,063$4.97M0.00%+104,744+124.2%Added
New York Life Investment Management LLC192,451$5.06M0.06%+192,451New
Charles Schwab Investment Management Inc199,721$5.25M0.00%+58,704+41.6%Added
Two Sigma Advisers, LP200,900$5.28M0.01%+35,900+21.8%Added
Morgan Stanley221,408$5.82M0.00%+52,877+31.4%Added
Norges Bank248,300$6.53M0.00%+248,300New
Northern Trust Corp285,455$7.50M0.00%+200,082+234.4%Added
Kennedy Capital Management, Inc.293,716$7.72M0.22%−31,671−9.7%Reduced
Water Island Capital LLC310,186$8.15M0.51%−166,372−34.9%Reduced
CSS LLC366,985$9.65M0.46%+213,043+138.4%Added
Dimensional Fund Advisors LP380,747$10.0M0.00%−11,189−2.9%Reduced
Westchester Capital Management, LLC485,276$12.8M0.40%00.0%Unchanged
State Street Corp493,632$13.0M0.00%+384,146+350.9%Added
Farallon Capital Management, L.L.C.499,000$13.1M0.08%+449,100+900.0%Added
Geode Capital Management, LLC545,133$14.3M0.00%+302,443+124.6%Added
Millennium Management LLC605,930$15.9M0.02%−112,487−15.7%Reduced
Alpine Associates Management Inc.833,021$21.9M0.82%−3,200−0.4%Reduced
Glazer Capital, LLC834,358$21.9M0.55%−567,659−40.5%Reduced
Barclays PLC853,584$22.4M0.02%+315,991+58.8%Added
Goldman Sachs Group Inc933,304$24.5M0.01%+90,066+10.7%Added
Balyasny Asset Management LLC1,157,860$30.4M0.13%−144,275−11.1%Reduced
BlackRock Inc.2,037,335$53.6M0.00%+1,441,082+241.7%Added
Vanguard Group Inc2,931,141$77.1M0.00%+1,779,033+154.4%Added
Ursa Fund Management, LLC0$00.00%−650,000−100.0%Sold out
TIG Advisors, LLC0$00.00%−511,031−100.0%Sold out
PEAK6 Investments LLC0$00.00%−265,941−100.0%Sold out
Alpine Global Management, LLC0$00.00%−245,000−100.0%Sold out
Verition Fund Management LLC0$00.00%−221,279−100.0%Sold out
Clear Street Markets LLC0$00.00%−160,900−100.0%Sold out
HGI Capital Management, LLC0$00.00%−129,448−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−63,405−100.0%Sold out
HAP Trading, LLC0$00.00%−33,025−100.0%Sold out
LMR Partners LLP0$00.00%−31,952−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−30,956−100.0%Sold out
Ameriprise Financial Inc0$00.00%−30,170−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−28,371−100.0%Sold out
HRT Financial LP0$00.00%−14,598−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−12,476−100.0%Sold out
Kalos Management, Inc.0$00.00%−12,112−100.0%Sold out
D.A. Davidson & Co.0$00.00%−11,250−100.0%Sold out
Weiss Asset Management LP0$00.00%−11,100−100.0%Sold out
Cetera Advisors LLC0$00.00%−9,144−100.0%Sold out
Inspire Advisors, LLC0$00.00%−8,149−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−8,129−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−7,924−100.0%Sold out
Walleye Capital LLC0$00.00%−7,584−100.0%Sold out
Ovata Capital Management Ltd0$00.00%−500−100.0%Sold out
IndexIQ Advisors LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Parametric Portfolio Associates LLC––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed
Nauset Wealth Management. LLC––––Not filed