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How Bluerock Residential Growth REIT Inc (BRG) Stacks Up Against Its Peers?

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Legendary investors such as Leon Cooperman and Seth Klarman earn enormous amounts of money for themselves and their investors by doing in-depth research on small-cap stocks that big brokerage houses don’t publish. Small cap stocks -especially when they are screened well- can generate substantial outperformance versus a boring index fund. That’s why we analyze the activity of those successful funds in these small-cap stocks. In the following paragraphs, we analyze Bluerock Residential Growth REIT Inc (NYSEMKT:BRG) from the perspective of those successful funds.

Hedge fund interest in Bluerock Residential Growth REIT Inc (NYSEMKT:BRG) shares was flat at the end of last quarter, with 8 hedge funds bullish on the stock. This is usually a negative indicator. At the end of this article we will also compare BRG to other stocks including Bassett Furniture Industries Inc. (NASDAQ:BSET), Merus NV (NASDAQ:MRUS), and Great Ajax Corp (NYSE:AJX) to get a better sense of its popularity.

At Insider Monkey, we’ve developed an investment strategy that has delivered market-beating returns over the past 12 months. Our strategy identifies the 100 best-performing funds of the previous quarter from among the collection of 700+ successful funds that we track in our database, which we accomplish using our returns methodology. We then study the portfolios of those 100 funds using the latest 13F data to uncover the 30 most popular mid-cap stocks (market caps of between $1 billion and $10 billion) among them to hold until the next filing period. This strategy delivered 18% gains over the past 12 months, more than doubling the 8% returns enjoyed by the S&P 500 ETFs.

REIT Stocks Northstar Realty Finance NRF

g0d4ather / shutterstock.com

How have hedgies been trading Bluerock Residential Growth REIT Inc (NYSEMKT:BRG)?

At the end of the third quarter, a total of 8 of the hedge funds tracked by Insider Monkey were long this stock, unchanged from the previous quarter. Below, you can check out the change in hedge fund sentiment towards BRG over the last 5 quarters. So, let’s examine which hedge funds were among the top holders of the stock and which hedge funds were making big moves.

HedgeFundSentimentChart

Of the funds tracked by Insider Monkey, John Thiessen’s Vertex One Asset Management holds the most valuable position in Bluerock Residential Growth REIT Inc (NYSEMKT:BRG). Vertex One Asset Management has a $8.7 million position in the stock, comprising 1.4% of its 13F portfolio. Sitting at the No. 2 spot is Philip Hempleman of Ardsley Partners, with a $8.6 million position; 1.4% of its 13F portfolio is allocated to the stock. Remaining members of the smart money that are bullish contain Renaissance Technologies, one of the largest hedge funds in the world, Amy Minella’s Cardinal Capital and Emanuel J. Friedman’s EJF Capital. We should note that none of these hedge funds are among our list of the 100 best performing hedge funds which is based on the performance of their 13F long positions in non-microcap stocks.

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