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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
Parallel Advisors, LLC10$00.00%+10New
Allworth Financial LP50$1.00K0.00%+50New
Bell Investment Advisors, Inc19$1.00K0.00%+19New
Wipfli Financial Advisors LLC,83$2.00K0.00%+83New
Penserra Capital Management LLC133$3.00K0.00%−243−64.6%Reduced
TCI Wealth Advisors, Inc.188$5.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.245$6.00K0.00%+2+0.8%Added
Focused Wealth Management, Inc254$7.00K0.00%+2+0.8%Added
American Portfolios Advisors309$8.27K0.00%00.0%Unchanged
Signaturefd, LLC458$12.0K0.00%−86−15.8%Reduced
SRS Capital Advisors, Inc.574$15.0K0.00%00.0%Unchanged
Accel Wealth Management539$15.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC679$18.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co808$22.0K0.00%+808New
US Bancorp1,076$29.0K0.00%+478+79.9%Added
Cedar Wealth Management, LLC1,312$35.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC1,460$39.0K0.01%+442+43.4%Added
Tower Research Capital LLC (TRC)1,558$42.0K0.00%−462−22.9%Reduced
FNY Investment Advisers, LLC2,350$56.0K0.04%−81,897−97.2%Reduced
Ameritas Investment Partners, Inc.2,150$57.0K0.00%00.0%Unchanged
Silverhawk Asset Management, LLC26,643$69.0K0.07%00.0%Unchanged
Metropolitan Life Insurance Co2,615$70.0K0.00%−371−12.4%Reduced
Shell Asset Management Co2,677$72.0K0.00%−390−12.7%Reduced
Wells Fargo & Company3,909$105.0K0.00%−183−4.5%Reduced
Amalgamated Bank3,977$106.0K0.00%+25+0.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,974$106.0K0.00%00.0%Unchanged
IFP Advisors, Inc11,603$107.0K0.00%+932+8.7%Added
The PNC Financial Services Group, Inc.4,375$117.0K0.00%+4,375New
Royal Bank of Canada4,803$128.0K0.00%+821+20.6%Added
Russell Investments Group, Ltd.5,354$143.0K0.00%+5,354New
Simplex Trading, LLC6,964$186.0K0.01%−1,338−16.1%Reduced
Daiwa Securities Group Inc.7,697$186.0K0.00%−61−0.8%Reduced
SG Americas Securities, LLC7,717$206.0K0.00%+324+4.4%Added
Meiji Yasuda Asset Management Co Ltd.8,038$215.0K0.01%00.0%Unchanged
Arizona State Retirement System8,103$217.0K0.00%+171+2.2%Added
Visionary Wealth Advisors8,275$221.0K0.02%+675+8.9%Added
Beacon Financial Advisory LLC9,672$259.0K0.18%00.0%Unchanged
FMR LLC10,141$271.0K0.00%+7,697+314.9%Added
Gamco Investors, Inc. Et Al10,247$274.0K0.00%+2,597+33.9%Added
Centaurus Financial, Inc.10,563$283.0K0.03%−1,531−12.7%Reduced
Legal & General Group Plc10,831$290.0K0.00%+838+8.4%Added
HighTower Advisors, LLC10,910$292.0K0.00%00.0%Unchanged
Voya Investment Management LLC11,091$296.7K0.00%+701+6.7%Added
Manufacturers Life Insurance Company, The11,420$305.5K0.00%−220−1.9%Reduced
Strategic Blueprint, LLC11,608$311.0K0.04%00.0%Unchanged
Claraphi Advisory Network, LLC11,782$315.0K0.17%+3,003+34.2%Added
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
Capital Investment Advisory Services, LLC12,380$331.0K0.04%−11,718−48.6%Reduced
Independent Advisor Alliance12,509$335.0K0.02%−589−4.5%Reduced
Bank of America Corp12,570$336.0K0.00%+3,579+39.8%Added
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
Deutsche Bank AG12,812$343.0K0.00%−85,403−87.0%Reduced
American International Group, Inc.13,611$364.0K0.00%+192+1.4%Added
Foundations Investment Advisors, LLC13,748$368.0K0.02%00.0%Unchanged
BNP Paribas Arbitrage, SA13,912$372.1K0.00%+5,270+61.0%Added
Cambria Investment Management, L.P.14,000$375.0K0.04%+4,900+53.8%Added
State of Alaska, Department of Revenue14,253$380.0K0.01%+298+2.1%Added
Cetera Investment Advisers14,447$386.0K0.01%+1,390+10.6%Added
Two Sigma Investments, LP14,601$391.0K0.00%−21,700−59.8%Reduced
MetLife Investment Management15,007$401.4K0.00%00.0%Unchanged
CenterBook Partners LP15,300$409.0K0.08%+6,935+82.9%Added
Virtu Financial LLC16,393$439.0K0.04%+16,393New
Susquehanna International Group, LLP17,526$469.0K0.00%−9,521−35.2%Reduced
Navis Wealth Advisors, LLC17,865$478.0K0.74%00.0%Unchanged
United Capital Financial Advisers, LLC19,378$518.0K0.00%+38+0.2%Added
Victory Capital Management Inc19,442$520.0K0.00%+7,840+67.6%Added
New York State Common Retirement Fund20,059$537.0K0.00%+259+1.3%Added
Credit Suisse AG20,385$545.0K0.00%+541+2.7%Added
Jane Street Group, LLC20,539$549.0K0.00%−92,988−81.9%Reduced
Stockman Wealth Management, Inc.21,900$586.0K0.16%00.0%Unchanged
Price T Rowe Associates Inc22,259$595.0K0.00%−477−2.1%Reduced
Carmel Capital Partners, LLC24,584$658.0K0.64%00.0%Unchanged
StrategIQ Financial Group, LLC24,900$666.0K0.08%−12,050−32.6%Reduced
Ursa Fund Management, LLC25,000$669.0K0.48%+25,000New
Sunbelt Securities, Inc.26,708$714.0K0.15%+1,185+4.6%Added
683 Capital Management, LLC27,212$728.0K0.06%00.0%Unchanged
Nomura Asset Management Co Ltd27,900$746.3K0.00%+2,600+10.3%Added
Mutual Advisors, LLC27,907$747.0K0.04%+1,073+4.0%Added
Highland Capital Management Fund Advisors, L.P.28,052$750.0K0.05%00.0%Unchanged
STRS Ohio29,572$791.0K0.00%−7,745−20.8%Reduced
Alliancebernstein L.P.30,238$809.0K0.00%+48+0.2%Added
Sumitomo Mitsui Trust Holdings, Inc.32,372$866.0K0.00%−567−1.7%Reduced
LPL Financial LLC36,374$973.0K0.00%−8,222−18.4%Reduced
National Asset Management, Inc.36,791$985.0K0.03%−4,994−12.0%Reduced
California State Teachers Retirement System36,980$989.0K0.00%−203−0.5%Reduced
PenderFund Capital Management Ltd.27,600$1.02M0.32%+4,100+17.4%Added
Bank of Montreal38,722$1.04M0.00%−463−1.2%Reduced
Kovack Advisors, Inc.43,638$1.17M0.17%+2,841+7.0%Added
Asset Management One Co.,Ltd.43,775$1.17M0.01%−378−0.9%Reduced
Invesco Ltd.45,458$1.22M0.00%−9,773−17.7%Reduced
Arkadios Wealth Advisors45,666$1.22M0.19%+5,845+14.7%Added
Telemetry Investments, L.L.C.47,866$1.28M2.10%+4,700+10.9%Added
Nuveen Asset Management, LLC91,964$1.28M0.00%+7,894+9.4%Added
Qube Research & Technologies Ltd48,862$1.31M0.01%+23,507+92.7%Added
Rhumbline Advisers50,306$1.35M0.00%+5,767+12.9%Added
UBS Asset Management Americas Inc53,535$1.43M0.00%−2,094−3.8%Reduced