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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.42M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$445K |
| 3 |
Charles Schwab
San Francisco,
California
|
+$252K |
| 4 |
LCM
LDR Capital Management
New York
|
+$247K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
-$824K |
| 2 |
Renaissance Technologies
New York
|
-$774K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$713K |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$704K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$361K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | +$60 | +3 | +3% |
|
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$1.94K | +97 | New |
|
|
AA
78
ALPS Advisors
Denver,
Colorado
| – | -$704K | -36,536 | Closed |
|
|
MFP
79
Michael F. Price
| – | -$307K | -15,900 | Closed |
|
80
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$141 | -7,300 | Closed |
|
81
SG Americas Securities
New York
| – | -$132K | -6,853 | Closed |
|
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.