BRT Apartments
BRT
71 hedge funds and large institutions have $62.8M invested in BRT Apartments in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 14 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
4% more capital invested
Capital invested by funds: $60.7M → $62.8M (+$2.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.05% less ownership
Funds ownership: 36.8% → 33.76% (-3%)
10% less funds holding
Funds holding: 79 → 71 (-8)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
+$793K |
| 2 |
State Street
Boston,
Massachusetts
|
+$532K |
| 3 |
MFP
Michael F. Price
|
+$451K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$436K |
| 5 |
BlackRock
New York
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$592K |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$434K |
| 3 |
RVPG
Relative Value Partners Group
|
-$431K |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$417K |
| 5 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$404K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
B
76
Bailard
Foster City,
California
| – | -$161K | -15,712 | Closed |
|
77
Victory Capital Management
San Antonio,
Texas
| – | -$124K | -12,166 | Closed |
|
78
SEI Investments
Oaks,
Pennsylvania
| – | -$104K | -10,122 | Closed |
|
79
Osaic Holdings
Scottsdale,
Arizona
| – | -$8K | -757 | Closed |
|
|
DWA
80
Dorsey Wright & Associates
Pasadena,
California
| – | -$6K | -629 | Closed |
|
|
OSAM
81
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$4K | -400 | Closed |
|
82
Rockefeller Capital Management
New York
| – | -$2K | -240 | Closed |
|
83
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -217 | Closed |
|
|
BCA
84
Berman Capital Advisors
Atlanta,
Georgia
| – | -$1K | -146 | Closed |
|
85
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$194 | +19 | New |
|
BRT Hedge Fund Activity: Q2 2020 in Review
71 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2020, worth a combined $62.8M — up 3.6% from $60.7M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BRT and 7 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 24 added.
The largest buyer was Oppenheimer & Close, adding an estimated $793K. The largest seller was Vanguard Group, cutting an estimated $592K.
- 71 institutional investors held BRT Apartments (BRT) as of Q2 2020, down from 79 in Q1 2020.
- Funds reported $62.8M of BRT Apartments stock for Q2 2020, up 3.6% quarter-over-quarter.
- 7 funds opened new BRT Apartments positions in Q2 2020 and 14 closed out, a net change of -7 holders.
- The largest BRT Apartments buyer in Q2 2020 was Oppenheimer & Close, an estimated $793K added.
- The largest BRT Apartments seller in Q2 2020 was Vanguard Group, an estimated $592K sold.
Based on aggregated 13F filings for Q2 2020.