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BRT

BRT Apartments
BRT

89 hedge funds and large institutions have $108M invested in BRT Apartments in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $874K | Put options by funds: $284K

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

3% more funds holding

Funds holding: 86 → 89 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $113M → $108M (-$4.73M)

1.58% less ownership

Funds ownership: 30.02% → 28.44% (-1.6%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
35
Reduced
29
Closed
8
Calls
$874K
Puts
$284K
Net Calls
+$590K
Net Calls Change
+$200K

Top Buyers

Rank Fund Capital Flow
1
BA
Bard Associates
Illinois
+$2.26M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.36M
3
Millennium Management
Millennium Management
New York
+$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
+$1.11M
5
BlackRock
BlackRock
New York
+$972K

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$6.14M
2
AAS
Avantax Advisory Services
Texas
-$4.14M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.05M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$848K +$15.9K +860 +2%
CAM
27
ClariVest Asset Management
California
$842K +$143K +7,738 +22%
N
28
Nuveen
North Carolina
$714K +$91K +4,910 +16%
SCM
29
Schnieders Capital Management
California
$653K -$87.1K -4,700 -12%
Goldman Sachs
30
Goldman Sachs
New York
$447K +$419K +22,575 New
Asset Management One
31
Asset Management One
Japan
$443K +$29.5K +1,591 +8%
CS
32
Capital Square
Tennessee
$440K +$35.1K +1,894 +9%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$420K +$6.73K +363 +2%
WA
34
Wealth Alliance
New York
$395K -$40.1K -2,162 -10%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$375K +$351K +18,922 New
GCP
36
GSA Capital Partners
United Kingdom
$351K -$154K -8,294 -32%
APG
37
Abacus Planning Group
South Carolina
$347K – – –
LSC
38
Lesa Sroufe & Co
Washington
$346K – – –
AA
39
ALPS Advisors
Colorado
$340K -$35.5K -1,914 -10%
Bank of America
40
Bank of America
North Carolina
$326K -$200K -10,782 -40%
JP Morgan Chase
41
JP Morgan Chase
New York
$265K +$72.8K +3,926 +42%
BCM
42
BTC Capital Management
Iowa
$264K +$2.06K +111 +0.8%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$257K +$11.9K +642 +5%
Nomura Asset Management
44
Nomura Asset Management
Japan
$251K +$31.5K +1,700 +15%
KOC
45
Koss-Olinger Consulting
Florida
$238K +$31.3K +1,690 +16%
AC
46
Anson Capital
Georgia
$231K +$216K +11,644 New
VWA
47
Visionary Wealth Advisors
Illinois
$229K -$20.4K -1,100 -9%
PAIM
48
Punch & Associates Investment Management
Minnesota
$210K – – –
UBS Group
49
UBS Group
Switzerland
$210K +$20.1K +1,085 +11%
AllianceBernstein
50
AllianceBernstein
Tennessee
$199K +$186K +10,040 New
1
2
3 4

BRT Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2023, worth a combined $108M — down 4.2% from $113M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BRT positions and 8 closed out — a net gain of 3 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Bard Associates, opening a new position worth an estimated $2.26M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $6.14M sold.

  • 89 institutional investors held BRT Apartments (BRT) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $108M of BRT Apartments stock for Q2 2023, down 4.2% quarter-over-quarter.
  • 11 funds opened new BRT Apartments positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest BRT Apartments buyer in Q2 2023 was Bard Associates, an estimated $2.26M added.
  • The largest BRT Apartments seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $6.14M sold.

Based on aggregated 13F filings for Q2 2023.