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BRT

BRT Apartments

97 hedge funds and large institutions have $89.6M invested in BRT Apartments in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

5% more funds holding

Funds holding: 9297 (+5)

0% more capital invested

Capital invested by funds: $89.3M → $89.6M (+$246K)

0.05% more ownership

Funds ownership: 30.12%30.16% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

10% less call options, than puts

Call options by funds: $208K | Put options by funds: $230K

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
31
Reduced
31
Closed
5
Calls
$208K
Puts
$230K
Net Calls
-$22K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$11.2K +$1.31K +84 +13%
IA
77
IFP Advisors
Florida
$11K +$172 +11 +2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$10K -$125 -8 -1%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$7.41K -$593 -38 -7%
CA
80
Clearstead Advisors
Ohio
$6.59K
AB
81
Amalgamated Bank
New York
$6K
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$5.98K -$547 -35 -8%
PK
83
Pflug Koory
Nebraska
$5.32K
Optiver Holding
84
Optiver Holding
Netherlands
$3.01K +$3K +192 New
Canada Life
85
Canada Life
Manitoba, Canada
$3K +$16 +1 +0.6%
AAP
86
Arax Advisory Partners
Colorado
$1.72K +$1.72K +110 New
EP
87
Essential Partners
California
$1.19K +$1.19K +76 New
HCA
88
Harbor Capital Advisors
Illinois
$1K +$16 +1 +1%
BIM
89
Breakwater Investment Management
Washington
$486 +$484 +31 New
CPG
90
Cornerstone Planning Group
New Jersey
$484
GI
91
GAMMA Investing
California
$392 +$390 +25 New
SAM
92
Smartleaf Asset Management
Massachusetts
$361
EWA
93
EverSource Wealth Advisors
Alabama
$157 +$78 +5 +100%
FFA
94
Farther Finance Advisors
California
$78 -$125 -8 -62%
AF
95
Allworth Financial
California
$63 +$31 +2 +100%
TWD
96
True Wealth Design
Ohio
$16 +$16 +1 New
TI
97
Tidal Investments
Wisconsin
-$367K -23,454 Closed
Ameriprise
98
Ameriprise
Minnesota
-$257K -16,404 Closed
GIM
99
Glenmede Investment Management
Pennsylvania
-$13K -829 Closed
BA
100
Bellwether Advisors
Nebraska
-$1.99K -127 Closed

BRT Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2025, worth a combined $89.6M — up 0.28% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BRT positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was Permanens Capital, adding an estimated $553K. The largest seller was Bard Associates, cutting an estimated $866K.

  • 97 institutional investors held BRT Apartments (BRT) as of Q3 2025, up from 92 in Q2 2025.
  • Funds reported $89.6M of BRT Apartments stock for Q3 2025, up 0.28% quarter-over-quarter.
  • 11 funds opened new BRT Apartments positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest BRT Apartments buyer in Q3 2025 was Permanens Capital, an estimated $553K added.
  • The largest BRT Apartments seller in Q3 2025 was Bard Associates, an estimated $866K sold.

Based on aggregated 13F filings for Q3 2025.