LCM
BRT

LDR Capital Management’s BRT Apartments BRT Stock Holding History

LDR Capital Management’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,757
Closed -$253K – 53
2022
Q2 		$253K Hold
11,757
– – 0.11% 68
2022
Q1 		$282K Sell
11,757
-573
-5% -$12.9K 0.09% 67
2021
Q4 		$295K Buy
+12,330
New +$247K 0.13% 41

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LDR Capital Management's BRT Position: Q3 2022 in Review

LDR Capital Management sold out of BRT Apartments (BRT) in Q3 2022, closing a stake of 11,757 shares — an estimated $253K sold.

LDR Capital Management first reported a position in BRT in Q4 2021 and held it in 3 quarters. The position peaked at $295K in Q4 2021. 90 funds tracked by Wall St. Rank hold BRT as of Q3 2022.

  • LDR Capital Management reported no remaining BRT Apartments position as of Q3 2022 after selling out during the quarter.
  • LDR Capital Management sold 11,757 BRT Apartments shares in Q3 2022, an estimated $253K.
  • LDR Capital Management first reported a position in BRT Apartments in Q4 2021 and held it in 3 quarters.
  • LDR Capital Management's BRT Apartments position peaked at $295K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2022.

Based on LDR Capital Management's 13F filing for Q3 2022, filed 9 Nov 2022.