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BRT

BRT Apartments
BRT

75 hedge funds and large institutions have $102M invested in BRT Apartments in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $91.6M → $102M (+$10.1M)

1% more funds holding

Funds holding: 74 → 75 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.07% less ownership

Funds ownership: 30.11% → 29.04% (-1.1%)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
28
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$752K
2
Wells Fargo
Wells Fargo
California
+$700K
3
AAS
Avantax Advisory Services
Texas
+$541K
4
Charles Schwab
Charles Schwab
California
+$376K
5
SCM
Schnieders Capital Management
California
+$335K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$955K
2
Renaissance Technologies
Renaissance Technologies
New York
-$745K
3
OC
Oppenheimer & Close
New York
-$655K
4
MFP
Michael F. Price
-$526K
5
Marshall Wace
Marshall Wace
United Kingdom
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$120K +$1.15K +62 +1%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$119K +$40.9K +2,206 +55%
SOADOR
53
State of Alaska Department of Revenue
Alaska
$111K +$22.9K +1,239 +27%
Barclays
54
Barclays
United Kingdom
$91K +$17K +919 +24%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$78K +$77K +4,157 New
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$70K – – –
UBS Group
57
UBS Group
Switzerland
$58K +$27.5K +1,483 +96%
Daiwa Securities Group
58
Daiwa Securities Group
Japan
$58K +$30.3K +1,638 +122%
SC
59
SouthState Corp
Florida
$58K +$55.6K +3,000 New
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$56.3K +$26.2K +1,417 +94%
Osaic Holdings
61
Osaic Holdings
Arizona
$44K +$5.56K +300 +15%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$42K – – –
OCM
63
Orion Capital Management
California
$39K – – –
FCMT
64
Founders Capital Management (Texas)
Texas
$29K – – –
Lazard Asset Management
65
Lazard Asset Management
New York
$27K -$2.69K -145 -9%
Citigroup
66
Citigroup
New York
$26K +$7.91K +427 +47%
Legal & General Group
67
Legal & General Group
United Kingdom
$17K – – –
GWS
68
Glassman Wealth Services
Virginia
$16K – – –
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$14.7K +$648 +35 +5%
AIP
70
Ameritas Investment Partners
Nebraska
$13K – – –
PK
71
Pflug Koory
Nebraska
$7K – – –
SMG
72
Spectrum Management Group
Indiana
$7K – – –
Canada Life
73
Canada Life
Manitoba, Canada
$2K – – –
US Bancorp
74
US Bancorp
Minnesota
$2K – – –
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$141 -$14.5K -785 -10%
1 2
3
4

BRT Hedge Fund Activity: Q3 2021 in Review

75 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2021, worth a combined $102M — up 11% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BRT positions and 3 closed out — a net gain of 1 holder — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $752K. The largest seller was BlackRock, cutting an estimated $955K.

  • 75 institutional investors held BRT Apartments (BRT) as of Q3 2021, up from 74 in Q2 2021.
  • Funds reported $102M of BRT Apartments stock for Q3 2021, up 11% quarter-over-quarter.
  • 4 funds opened new BRT Apartments positions in Q3 2021 and 3 closed out, a net change of +1 holder.
  • The largest BRT Apartments buyer in Q3 2021 was Ameriprise, an estimated $752K added.
  • The largest BRT Apartments seller in Q3 2021 was BlackRock, an estimated $955K sold.

Based on aggregated 13F filings for Q3 2021.