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BRT

BRT Apartments

68 hedge funds and large institutions have $87.1M invested in BRT Apartments in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $82M → $87.1M (+$5.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.75% less ownership

Funds ownership: 31.65%29.9% (-1.7%)

6% less funds holding

Funds holding: 7268 (-4)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17.9M +$460K +28,182 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$11.3M -$170K -10,432 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.41M -$1.09M -66,568 -11%
OC
4
Oppenheimer & Close
New York
$9.06M -$191K -11,690 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.19M -$13.9K -854 -0.4%
RVPG
6
Relative Value Partners Group
$2.89M +$292K +17,918 +12%
First Manhattan
7
First Manhattan
New York
$2.88M -$93.8K -5,750 -3%
State Street
8
State Street
Massachusetts
$2.79M -$2.53M -155,402 -49%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$2.74M
AAS
10
Avantax Advisory Services
Texas
$2.21M +$324K +19,887 +18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$1.96M +$2.41K +148 +0.1%
Northern Trust
12
Northern Trust
Illinois
$1.96M -$217K -13,324 -10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.87M -$29.1K -1,786 -2%
Goldman Sachs
14
Goldman Sachs
New York
$1.61M +$1.08M +65,957 +223%
LJAC
15
L.J. Altfest & Co
New York
$1.45M
ADMI
16
Albert D. Mason Inc
Massachusetts
$1.45M -$10.7K -655 -0.8%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$1.15M
JP Morgan Chase
18
JP Morgan Chase
New York
$1.13M -$33.8K -2,071 -3%
N
19
Nuveen
North Carolina
$878K +$53.9K +3,303 +7%
MFP
20
Michael F. Price
$746K
SAM
21
Shell Asset Management
Netherlands
$627K -$3.42K -210 -0.6%
AA
22
ALPS Advisors
Colorado
$592K -$130K -7,990 -19%
Charles Schwab
23
Charles Schwab
California
$479K +$64.1K +3,932 +16%
Morgan Stanley
24
Morgan Stanley
New York
$442K -$47.5K -2,911 -10%
CAM
25
Concorde Asset Management
Michigan
$425K +$230K +14,094 +126%

BRT Hedge Fund Activity: Q1 2021 in Review

68 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2021, worth a combined $87.1M — up 6.2% from $82M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BRT and 3 opened new positions — a net loss of 4 holders — while 29 trimmed existing stakes and 18 added.

The largest buyer was Goldman Sachs, adding an estimated $1.08M. The largest seller was State Street, cutting an estimated $2.53M.

  • 68 institutional investors held BRT Apartments (BRT) as of Q1 2021, down from 72 in Q4 2020.
  • Funds reported $87.1M of BRT Apartments stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 3 funds opened new BRT Apartments positions in Q1 2021 and 7 closed out, a net change of -4 holders.
  • The largest BRT Apartments buyer in Q1 2021 was Goldman Sachs, an estimated $1.08M added.
  • The largest BRT Apartments seller in Q1 2021 was State Street, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2021.