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BRT

BRT Apartments
BRT

77 hedge funds and large institutions have $125M invested in BRT Apartments in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $102M → $125M (+$23.2M)

3% more funds holding

Funds holding: 75 → 77 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.47% less ownership

Funds ownership: 29.04% → 28.57% (-0.47%)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
25
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
EAM Investors
California
+$1.42M
2
AAS
Avantax Advisory Services
Texas
+$445K
3
Charles Schwab
Charles Schwab
California
+$252K
4
LCM
LDR Capital Management
New York
+$247K
5
Citadel Advisors
Citadel Advisors
Florida
+$200K

Top Sellers

Rank Fund Capital Flow
1
OC
Oppenheimer & Close
New York
-$824K
2
Renaissance Technologies
Renaissance Technologies
New York
-$774K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$713K
4
AA
ALPS Advisors
Colorado
-$704K
5
Wells Fargo
Wells Fargo
California
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$732K -$241K -12,051 -28%
Goldman Sachs
27
Goldman Sachs
New York
$615K +$48.8K +2,438 +11%
Morgan Stanley
28
Morgan Stanley
New York
$610K +$70.1K +3,506 +16%
PPA
29
Parametric Portfolio Associates
Washington
$582K +$23.4K +1,169 +5%
Wells Fargo
30
Wells Fargo
California
$544K -$361K -18,049 -44%
APG
31
Abacus Planning Group
South Carolina
$480K – – –
LSC
32
Lesa Sroufe & Co
Washington
$480K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$465K +$135K +6,732 +53%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$444K -$2.96K -148 -0.8%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$420K +$350K +17,515 New
Asset Management One
36
Asset Management One
Japan
$412K -$39.9K -1,995 -10%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$398K -$18K -900 -5%
SO
38
STRS Ohio
Ohio
$358K -$2.82K -141 -0.9%
C
39
Certuity
Florida
$353K – – –
Millennium Management
40
Millennium Management
New York
$352K +$84.2K +4,211 +40%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$351K – – –
Invesco
42
Invesco
Georgia
$349K -$21K -1,048 -7%
Barclays
43
Barclays
United Kingdom
$332K +$183K +9,166 +196%
WA
44
Wealth Alliance
New York
$305K +$1.54K +77 +0.6%
LCM
45
LDR Capital Management
New York
$295K +$247K +12,330 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$292K -$3.16K -158 -1%
TRCT
47
Tower Research Capital (TRC)
New York
$263K -$43.4K -2,170 -16%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$220K – – –
Bank of America
49
Bank of America
North Carolina
$220K +$11.6K +581 +7%
UBS Group
50
UBS Group
Switzerland
$186K +$95.3K +4,767 +158%
1
2
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BRT Hedge Fund Activity: Q4 2021 in Review

77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2021, worth a combined $125M — up 23% from $102M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BRT positions and 4 closed out — a net gain of 2 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.42M. The largest seller was Oppenheimer & Close, cutting an estimated $824K.

  • 77 institutional investors held BRT Apartments (BRT) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $125M of BRT Apartments stock for Q4 2021, up 23% quarter-over-quarter.
  • 6 funds opened new BRT Apartments positions in Q4 2021 and 4 closed out, a net change of +2 holders.
  • The largest BRT Apartments buyer in Q4 2021 was EAM Investors, an estimated $1.42M added.
  • The largest BRT Apartments seller in Q4 2021 was Oppenheimer & Close, an estimated $824K sold.

Based on aggregated 13F filings for Q4 2021.