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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
Advisor Group Holdings, Inc.56,094$1.50M0.00%−3,641−6.1%Reduced
Citigroup Inc56,197$1.50M0.00%−16,272−22.5%Reduced
AE Wealth Management LLC64,562$1.73M0.01%+5,995+10.2%Added
Swiss National Bank70,700$1.89M0.00%+1,800+2.6%Added
Sarissa Consulting LLC83,058$2.22M2.30%−1,310−1.6%Reduced
Boothbay Fund Management, LLC85,845$2.30M0.08%+85,845New
JPMorgan Chase & Co88,058$2.36M0.00%−35,877−28.9%Reduced
Acorn Financial Advisory Services Inc88,226$2.36M0.56%+12,296+16.2%Added
Voloridge Investment Management, LLC91,052$2.44M0.01%−40,330−30.7%Reduced
Arena Investors LP103,131$2.76M1.40%−30,300−22.7%Reduced
Equitec Proprietary Markets, LLC103,257$2.76M1.22%−42,543−29.2%Reduced
Anson Funds Management LP111,489$2.98M0.57%+60,566+118.9%Added
Jefferies Group LLC115,000$3.08M0.09%+74,067+180.9%Added
Cetera Advisor Networks LLC118,566$3.17M0.04%−2,830−2.3%Reduced
Fifth Lane Capital, LP122,775$3.28M1.86%+122,774+12,277,400.0%Added
Gabelli & Co Investment Advisers, Inc.128,350$3.43M0.45%+71,550+126.0%Added
Bard Associates Inc140,613$3.76M1.70%−3,950−2.7%Reduced
Glazer Capital, LLC148,670$3.98M0.07%−685,688−82.2%Reduced
Gabelli Funds LLC181,291$4.85M0.04%+73,738+68.6%Added
Two Sigma Advisers, LP185,900$4.97M0.01%−15,000−7.5%Reduced
Nomura Holdings Inc200,000$5.35M0.05%+200,000New
Charles Schwab Investment Management Inc202,896$5.43M0.00%+3,175+1.6%Added
Cambridge Investment Research Advisors, Inc.204,126$5.46M0.03%+87,632+75.2%Added
Bank of New York Mellon Corp209,298$5.60M0.00%+20,235+10.7%Added
DLD Asset Management, LP210,000$5.62M0.51%+90,947+76.4%Added
Verition Fund Management LLC231,103$6.18M0.09%+231,103New
Morgan Stanley269,875$7.22M0.00%+48,467+21.9%Added
Northern Trust Corp283,865$7.59M0.00%−1,590−0.6%Reduced
Kennedy Capital Management, Inc.291,371$7.79M0.23%−2,345−0.8%Reduced
Water Island Capital LLC310,306$8.30M0.47%+1200.0%Added
UBS Group AG336,869$9.01M0.01%+331,881+6,653.6%Added
Dimensional Fund Advisors LP339,685$9.09M0.00%−41,062−10.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund356,000$9.52M0.05%+356,000New
Barclays PLC363,206$9.72M0.01%−490,378−57.4%Reduced
Tudor Investment Corp Et Al405,292$10.8M0.27%+305,292+305.3%Added
Balyasny Asset Management LLC482,758$12.9M0.05%−675,102−58.3%Reduced
Westchester Capital Management, LLC485,276$13.0M0.39%00.0%Unchanged
Farallon Capital Management, L.L.C.486,902$13.0M0.08%−12,098−2.4%Reduced
CSS LLC502,750$13.4M0.78%+135,765+37.0%Added
Geode Capital Management, LLC540,766$14.5M0.00%−4,367−0.8%Reduced
State Street Corp593,337$15.9M0.00%+99,705+20.2%Added
Millennium Management LLC620,928$16.6M0.02%+14,998+2.5%Added
Alpine Associates Management Inc.726,321$19.4M0.81%−106,700−12.8%Reduced
Goldman Sachs Group Inc910,140$24.3M0.01%−23,164−2.5%Reduced
BlackRock Inc.2,075,583$55.5M0.00%+38,248+1.9%Added
Vanguard Group Inc2,946,321$78.8M0.00%+15,180+0.5%Added
Norges Bank0$00.00%−248,300−100.0%Sold out
New York Life Investment Management LLC0$00.00%−192,451−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−128,194−100.0%Sold out
Renaissance Technologies LLC0$00.00%−51,900−100.0%Sold out
First Trust Advisors LP0$00.00%−47,154−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−23,166−100.0%Sold out
Citadel Advisors LLC0$00.00%−20,472−100.0%Sold out
Guggenheim Capital LLC0$00.00%−19,465−100.0%Sold out
Diametric Capital, LP0$00.00%−15,539−100.0%Sold out
Sagefield Capital LP0$00.00%−15,000−100.0%Sold out
Group One Trading, L.P.0$00.00%−14,016−100.0%Sold out
Veritable, L.P.0$00.00%−12,302−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−11,897−100.0%Sold out
Columbus Macro, LLC0$00.00%−10,380−100.0%Sold out
Great West Life Assurance Co0$00.00%−8,947−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−7,861−100.0%Sold out
Spire Wealth Management0$00.00%−7,515−100.0%Sold out
Larson Financial Group LLC0$00.00%−366−100.0%Sold out