• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Bridge Investment Group Holdings Inc. (Amendment)

    2/8/24 2:49:19 PM ET
    $BRDG
    Investment Managers
    Finance
    Get the next $BRDG alert in real time by email
    SC 13G/A 1 BRDG1223.txt Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* December 31, 2023 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this schedule is filed: (X) Rule 13d-1(b) ( ) Rule 13d-1(c) ( ) Rule 13d-1(d) Name of Issuer: Bridge Investment Group Holdings Inc. Title of Class of Securities: Class A Common Stock CUSIP Number: 10806B100 *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP Number: 10806B100 1. Name of Reporting Person: Jennison Associates LLC S.S. or I.R.S. Identification No. of Above Person: IRS Identification #52-2069785 (formerly 13-2631108) 2. Check the Appropriate Box if a Member of a Group: Not Applicable 3. SEC Use Only 4. Citizenship or Place of Organization: Delaware Number of Shares Beneficially Owned By Each Reporting Person With: 5. Sole Voting Power: 3,054,378 shares 6. Shared Voting Power: 0 shares 7. Sole Dispositive Power: 0 shares 8. Shared Dispositive Power: 3,054,378 shares 9. Aggregate Amount Beneficially Owned by Each Reporting Person: 3,054,378 shares 10. Check Box if the Aggregate Amount in Row 9 Excludes Certain Shares: ( ) 11. Percent of Class Represented by Amount in Row 9: 8.9% 12. Type of Reporting Person*: IA Item 1(a) Name of Issuer: Bridge Investment Group Holdings Inc. Item 1(b) Address of Issuer's Principal Executive Offices: 111 East Sego Lily Drive, Suite 400 Salt Lake City, Utah 84070 Item 2(a) Name of Person Filing: Jennison Associates LLC Item 2(b) Address of Principal Business Office or Residence: 466 Lexington Avenue New York, NY 10017 Item 2(c) Citizenship: Delaware Item 2(d) Title of Class of Securities: Class A Common Stock Item 2(e) CUSIP Number: 10806B100 Item 3 If this statement is filed pursuant to Rules 13d-1(b), or 13d-2(b), or (c) check whether the person filing is a: (a) ( ) Broker or Dealer registered under Section 15 of the Act (b) ( ) Bank as defined in Section 3(a) (6) of the Act (c) ( ) Insurance Company as defined in Section 3(a) (19) of the Act (d) ( ) Investment Company registered under Section 8 of the Investment Company Act (e) (X) Investment Adviser in accordance with Section 240.13d-1(b) (1) (ii) (E) (f) ( ) Employee Benefit Plan, Pension Fund which is subject to the provision of the Employee Retirement Income Security Act of 1974 or Endowment Fund in accordance with Section 240.13d-1(b) (ii) (F) (g) ( ) Parent Holding Company or control person, in accordance with Section 240.13(b) (ii) (G) (h) ( ) A savings association as defined by Section 3(b) of the Federal Deposit Insurance Act (i)( ) A church plan that is excluded from the definition of an investment company under Section 3(c) (4) of the Investment Company Act of 1940. (j)( ) Group, in accordance with Section 240.13d-1(b) (1) (ii) (J). If this statement is filed pursuant to Section 240.13d-1(c), check this box. ( ) Item 4 Ownership: Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: 3,054,378 (b) Percent of Class: 8.9% (c) Number of shares as to which the person has: (i) sole power to vote or to direct the vote: 3,054,378 (ii) shared power to vote or to direct the vote: 0 (iii) sole power to dispose or to direct the disposition of: 0 (iv) shared power to dispose or to direct the disposition of: 3,054,378 Jennison Associates LLC ("Jennison") furnishes investment advice to several investment companies, insurance separate accounts, and institutional clients ("Managed Portfolios"). As a result of its role as investment adviser of the Managed Portfolios, Jennison may be deemed to be the beneficial owner of the shares of the Issuer's Common Stock held by such Managed Portfolios. Prudential Financial, Inc. ("Prudential") indirectly owns 100% of equity interests of Jennison. As a result, Prudential may be deemed to have the power to exercise or to direct the exercise of such voting and/or dispositive power that Jennison may have with respect to the Issuer's Common Stock held by the Managed Portfolios. Jennison does not file jointly with Prudential, as such, shares of the Issuer's Common Stock reported on Jennison's 13G may be included in the shares reported on the 13G filed by Prudential. These shares were acquired in the ordinary course of business, and not with the purpose or effect of changing or influencing control of the Issuer. The filing of this statement should not be construed as an admission that Jennison is, for the purposes of Sections 13 or 16 of the Securities Exchange Act of 1934, the beneficial owner of these shares. Item 5 Ownership of Five Percent or Less of a Class: If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the securities, check the following ( ). Item 6 Ownership of More than Five Percent on Behalf of Another Person: Our clients have the right to receive or the power to direct the receipt of dividends or the profits from the sale of such securities. No one client owns more than 5% of such security class. Item 7 Identification and Classification of the Subsidiary which Acquired the Security being Reported on by the Parent Holding Company: Not Applicable Item 8 Identification and Classification of Members of the Group: Not Applicable Item 9 Notice of Dissolution of Group: Not Applicable Item 10 Certification: By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are in held the ordinary course of business and were not acquired and are not held for the purpose of and do not have the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. After reasonable inquiry and to the best of my knowledge and belief, I certify that the correct information set forth in this statement is true, complete and correct. February 8, 2024 /s/ Beata Markowicz Beata Markowicz Vice President
    Get the next $BRDG alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $BRDG

    DatePrice TargetRatingAnalyst
    2/27/2025$11.50Overweight → Equal Weight
    Wells Fargo
    1/7/2025$12.00 → $10.00Overweight → Neutral
    Analyst
    11/8/2024$14.00 → $11.00Overweight → Equal-Weight
    Morgan Stanley
    10/14/2024$10.00 → $10.50Buy → Hold
    TD Cowen
    9/12/2024$11.00Overweight
    Wells Fargo
    1/4/2024$11.00Outperform
    TD Cowen
    1/5/2023Overweight
    Piper Sandler
    10/19/2022$15.00Neutral
    Credit Suisse
    More analyst ratings

    $BRDG
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Bridge Investment Group downgraded by Wells Fargo with a new price target

      Wells Fargo downgraded Bridge Investment Group from Overweight to Equal Weight and set a new price target of $11.50

      2/27/25 6:35:31 AM ET
      $BRDG
      Investment Managers
      Finance
    • Bridge Investment Group downgraded by Analyst with a new price target

      Analyst downgraded Bridge Investment Group from Overweight to Neutral and set a new price target of $10.00 from $12.00 previously

      1/7/25 7:43:13 AM ET
      $BRDG
      Investment Managers
      Finance
    • Bridge Investment Group downgraded by Morgan Stanley with a new price target

      Morgan Stanley downgraded Bridge Investment Group from Overweight to Equal-Weight and set a new price target of $11.00 from $14.00 previously

      11/8/24 8:51:51 AM ET
      $BRDG
      Investment Managers
      Finance

    $BRDG
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Bridge Investment Group Holdings Inc. Reports First Quarter 2025 Results

      Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today reported its financial results for the quarter ended March 31, 2025. Net (Loss) was $(37.6) million for the quarter ended March 31, 2025. On a basic and diluted basis, net (loss) attributable to Bridge per share of Class A common stock was a loss of $(0.37) for the quarter ended March 31, 2025. Fee Related Earnings to the Operating Company were $24.6 million for the quarter ended March 31, 2025. Distributable Earnings of Bridge Investment Group Holdings LLC (the "Operating Company") were $17.0 million, or $0.09 per share after-tax, for the quarter ended March 31, 2025. No Quarterly Common Dividend The C

      5/8/25 4:15:00 PM ET
      $BRDG
      Investment Managers
      Finance
    • Apollo to Acquire Bridge Investment Group

      Scaled Investment Platform Expands Apollo's Origination Capabilities in Residential and Industrial Real Estate Bridge Manages $50 Billion of High-Quality AUM in Complementary Sectors Aligned with Apollo's Long-Term Growth Strategy NEW YORK and SALT LAKE CITY, Feb. 24, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE:APO) and Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today announced they have entered into a definitive agreement for Apollo to acquire Bridge in an all-stock transaction with an equity value of approximately $1.5 billion. Founded in 2009, Bridge is an established leader in residential and industrial real estate as well as other specialized real

      2/24/25 8:01:00 AM ET
      $APO
      $BRDG
      Investment Managers
      Finance
    • Bridge Investment Group Holdings Inc. Reports Fourth Quarter and Full Year 2024 Results

      Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today reported its financial results for the quarter and year ended December 31, 2024. Net Income (Loss) was $15.4 million and $16.7 million for the quarter and year ended December 31, 2024, respectively. On a basic and diluted basis, net income (loss) attributable to Bridge per share of Class A common stock was a loss of $(0.15) and income of $0.13 for the quarter and year ended December 31, 2024, respectively. Fee Related Earnings to the Operating Company were $34.4 million and $136.6 million for the quarter and year ended December 31, 2024, respectively. Distributable Earnings of Bridge Investment Group H

      2/24/25 8:00:00 AM ET
      $BRDG
      Investment Managers
      Finance

    $BRDG
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Bridge Investment Group Holdings Inc.

      SC 13G/A - Bridge Investment Group Holdings Inc. (0001854401) (Subject)

      11/12/24 4:00:55 PM ET
      $BRDG
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13G/A filed by Bridge Investment Group Holdings Inc.

      SC 13G/A - Bridge Investment Group Holdings Inc. (0001854401) (Subject)

      10/15/24 4:11:02 PM ET
      $BRDG
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13G/A filed by Bridge Investment Group Holdings Inc.

      SC 13G/A - Bridge Investment Group Holdings Inc. (0001854401) (Subject)

      10/10/24 10:43:14 AM ET
      $BRDG
      Investment Managers
      Finance

    $BRDG
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Chief Accounting Officer Behling Garrett sold $4,820 worth of shares (516 units at $9.34), decreasing direct ownership by 1% to 45,037 units (SEC Form 4)

      4 - Bridge Investment Group Holdings Inc. (0001854401) (Issuer)

      5/6/25 5:41:19 PM ET
      $BRDG
      Investment Managers
      Finance
    • Vice Chairman Allara Dean sold $259,685 worth of shares (31,571 units at $8.23), decreasing direct ownership by 5% to 662,473 units (SEC Form 4)

      4 - Bridge Investment Group Holdings Inc. (0001854401) (Issuer)

      1/6/25 7:21:27 PM ET
      $BRDG
      Investment Managers
      Finance
    • Chief Accounting Officer Behling Garrett sold $18,186 worth of shares (2,211 units at $8.23), decreasing direct ownership by 5% to 45,553 units (SEC Form 4)

      4 - Bridge Investment Group Holdings Inc. (0001854401) (Issuer)

      1/6/25 7:20:33 PM ET
      $BRDG
      Investment Managers
      Finance

    $BRDG
    Financials

    Live finance-specific insights

    See more
    • Bridge Investment Group Holdings Inc. Reports First Quarter 2025 Results

      Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today reported its financial results for the quarter ended March 31, 2025. Net (Loss) was $(37.6) million for the quarter ended March 31, 2025. On a basic and diluted basis, net (loss) attributable to Bridge per share of Class A common stock was a loss of $(0.37) for the quarter ended March 31, 2025. Fee Related Earnings to the Operating Company were $24.6 million for the quarter ended March 31, 2025. Distributable Earnings of Bridge Investment Group Holdings LLC (the "Operating Company") were $17.0 million, or $0.09 per share after-tax, for the quarter ended March 31, 2025. No Quarterly Common Dividend The C

      5/8/25 4:15:00 PM ET
      $BRDG
      Investment Managers
      Finance
    • Apollo to Acquire Bridge Investment Group

      Scaled Investment Platform Expands Apollo's Origination Capabilities in Residential and Industrial Real Estate Bridge Manages $50 Billion of High-Quality AUM in Complementary Sectors Aligned with Apollo's Long-Term Growth Strategy NEW YORK and SALT LAKE CITY, Feb. 24, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE:APO) and Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today announced they have entered into a definitive agreement for Apollo to acquire Bridge in an all-stock transaction with an equity value of approximately $1.5 billion. Founded in 2009, Bridge is an established leader in residential and industrial real estate as well as other specialized real

      2/24/25 8:01:00 AM ET
      $APO
      $BRDG
      Investment Managers
      Finance
    • Bridge Investment Group Holdings Inc. Reports Fourth Quarter and Full Year 2024 Results

      Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today reported its financial results for the quarter and year ended December 31, 2024. Net Income (Loss) was $15.4 million and $16.7 million for the quarter and year ended December 31, 2024, respectively. On a basic and diluted basis, net income (loss) attributable to Bridge per share of Class A common stock was a loss of $(0.15) and income of $0.13 for the quarter and year ended December 31, 2024, respectively. Fee Related Earnings to the Operating Company were $34.4 million and $136.6 million for the quarter and year ended December 31, 2024, respectively. Distributable Earnings of Bridge Investment Group H

      2/24/25 8:00:00 AM ET
      $BRDG
      Investment Managers
      Finance

    $BRDG
    Leadership Updates

    Live Leadership Updates

    See more
    • Bridge Investment Group Announces Hiring of Alison Brown as President of Bridge Property Management and Deputy Chief Investment Officer for Bridge Workforce and Affordable Housing Strategy

      Bridge Investment Group Holdings Inc. (NYSE:BRDG) ("Bridge" or the "Company") today announced Alison Brown will be joining the Company as President of Bridge Property Management and Deputy Chief Investment Officer for Bridge's Workforce and Affordable Housing Strategy, effective July 1, 2024. Brown brings over 25 years of real estate experience and a proven track record of building and supporting successful teams. She joins Bridge from LivCor, a Blackstone portfolio company, where she served as Senior Vice President of Operations and led the "Good Owner" program, setting national expectations for LivCor operating partners to embrace residents and local communities with integrity and servi

      6/3/24 8:15:00 AM ET
      $BRDG
      Investment Managers
      Finance
    • Gaming and Leisure Properties Appoints Debra Martin Chase to Board of Directors

      WYOMISSING, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ:GLPI) (the "Company"), announced today that Debra Martin Chase has been appointed to the Board of Directors as a new independent director, effective immediately, to fill the vacancy created by the previously disclosed passing of JoAnne A. Epps. The appointment of Ms. Chase to the Board of Directors brings the total number of directors to eight, seven of whom are considered independent according to the listing standards of the Nasdaq Stock Exchange. Ms. Chase has also been appointed as a member of the Nominating and Corporate Governance Committee of the Board of Directors, effective immediately.

      4/24/24 8:00:00 AM ET
      $BGS
      $BRDG
      $GLPI
      Packaged Foods
      Consumer Staples
      Investment Managers
      Finance

    $BRDG
    SEC Filings

    See more
    • Amendment: SEC Form SCHEDULE 13G/A filed by Bridge Investment Group Holdings Inc.

      SCHEDULE 13G/A - Bridge Investment Group Holdings Inc. (0001854401) (Subject)

      5/15/25 5:33:55 PM ET
      $BRDG
      Investment Managers
      Finance
    • SEC Form DEFM14A filed by Bridge Investment Group Holdings Inc.

      DEFM14A - Bridge Investment Group Holdings Inc. (0001854401) (Filer)

      5/14/25 4:27:41 PM ET
      $BRDG
      Investment Managers
      Finance
    • SEC Form 425 filed by Bridge Investment Group Holdings Inc.

      425 - Bridge Investment Group Holdings Inc. (0001854401) (Subject)

      5/13/25 4:15:40 PM ET
      $BRDG
      Investment Managers
      Finance