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BRT

BRT Apartments
BRT

68 hedge funds and large institutions have $87.1M invested in BRT Apartments in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $82M → $87.1M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.75% less ownership

Funds ownership: 31.65% → 29.9% (-1.7%)

6% less funds holding

Funds holding: 72 → 68 (-4)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
18
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.08M
2
BlackRock
BlackRock
New York
+$460K
3
AAS
Avantax Advisory Services
Texas
+$324K
4
RVPG
Relative Value Partners Group
+$292K
5
Citadel Advisors
Citadel Advisors
Florida
+$278K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$2.53M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.09M
3
Wells Fargo
Wells Fargo
California
-$367K
4
BRWM
B. Riley Wealth Management
Tennessee
-$248K
5
Northern Trust
Northern Trust
Illinois
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$413K +$43.9K +2,695 +12%
Asset Management One
27
Asset Management One
Japan
$358K +$8.02K +492 +2%
APG
28
Abacus Planning Group
South Carolina
$337K – – –
LSC
29
Lesa Sroufe & Co
Washington
$337K – – –
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$321K -$8.48K -520 -3%
Wells Fargo
31
Wells Fargo
California
$312K -$367K -22,529 -55%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$295K +$17.9K +1,100 +7%
Barclays
33
Barclays
United Kingdom
$294K +$30.7K +1,881 +12%
Invesco
34
Invesco
Georgia
$287K -$131K -8,023 -32%
Citadel Advisors
35
Citadel Advisors
Florida
$287K +$278K +17,020 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$269K – – –
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$262K -$68.2K -4,180 -21%
SO
38
STRS Ohio
Ohio
$250K -$16.6K -1,021 -6%
Bank of America
39
Bank of America
North Carolina
$229K +$5.48K +336 +3%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$228K – – –
WG
41
Winton Group
United Kingdom
$212K -$42.8K -2,624 -17%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$205K -$10.7K -654 -5%
SCM
43
Schnieders Capital Management
California
$190K -$3.26K -200 -2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$153K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$115K -$10.5K -645 -9%
PAM
46
Panagora Asset Management
Massachusetts
$102K – – –
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$75.9K +$32.6K +2,002 +80%
SOADOR
48
State of Alaska Department of Revenue
Alaska
$68K +$17.7K +1,088 +36%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$61K +$22.5K +1,380 +61%
UBS Group
50
UBS Group
Switzerland
$54K -$7.11K -436 -12%
1
2
3

BRT Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2021, worth a combined $87.1M — up 6.2% from $82M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BRT and 3 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 18 added.

The largest buyer was Goldman Sachs, adding an estimated $1.08M. The largest seller was State Street, cutting an estimated $2.53M.

  • 68 institutional investors held BRT Apartments (BRT) as of Q1 2021, down from 72 in Q4 2020.
  • Funds reported $87.1M of BRT Apartments stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 3 funds opened new BRT Apartments positions in Q1 2021 and 7 closed out, a net change of -4 holders.
  • The largest BRT Apartments buyer in Q1 2021 was Goldman Sachs, an estimated $1.08M added.
  • The largest BRT Apartments seller in Q1 2021 was State Street, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2021.