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BRT

BRT Apartments
BRT

74 hedge funds and large institutions have $91.6M invested in BRT Apartments in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

9% more funds holding

Funds holding: 68 → 74 (+6)

5% more capital invested

Capital invested by funds: $87.1M → $91.6M (+$4.53M)

0.21% more ownership

Funds ownership: 29.9% → 30.11% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
25
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Concorde Asset Management
Michigan
+$1.19M
2
Renaissance Technologies
Renaissance Technologies
New York
+$814K
3
Two Sigma Investments
Two Sigma Investments
New York
+$676K
4
AAS
Avantax Advisory Services
Texas
+$676K
5
State Street
State Street
Massachusetts
+$600K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.21M
2
BlackRock
BlackRock
New York
-$1.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$871K
4
Wells Fargo
Wells Fargo
California
-$279K
5
Barclays
Barclays
United Kingdom
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$17.2M -$1.18M -65,958 -6%
Renaissance Technologies
2
Renaissance Technologies
New York
$12.4M +$814K +45,500 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.84M +$157K +8,767 +2%
OC
4
Oppenheimer & Close
New York
$9.27M -$59.2K -3,310 -0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.56M +$282K +15,786 +8%
State Street
6
State Street
Massachusetts
$3.46M +$600K +33,550 +21%
RVPG
7
Relative Value Partners Group
$3.14M +$168K +9,392 +6%
AAS
8
Avantax Advisory Services
Texas
$2.93M +$676K +37,780 +29%
First Manhattan
9
First Manhattan
New York
$2.89M -$80.5K -4,500 -3%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$2.82M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.99M +$73.8K +4,124 +4%
Northern Trust
12
Northern Trust
Illinois
$1.94M -$75.8K -4,241 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.94M -$80K -4,471 -4%
CAM
14
Concorde Asset Management
Michigan
$1.59M +$1.19M +66,583 +264%
LJAC
15
L.J. Altfest & Co
New York
$1.5M – – –
ADMI
16
Albert D. Mason Inc
Massachusetts
$1.45M -$43.7K -2,441 -3%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$1.19M – – –
Charles Schwab
18
Charles Schwab
California
$870K +$389K +21,726 +76%
N
19
Nuveen
North Carolina
$841K -$65.8K -3,677 -7%
AA
20
ALPS Advisors
Colorado
$774K +$170K +9,490 +27%
MFP
21
Michael F. Price
$768K – – –
SAM
22
Shell Asset Management
Netherlands
$683K +$38.1K +2,130 +6%
Two Sigma Investments
23
Two Sigma Investments
New York
$656K +$676K +37,815 New
Goldman Sachs
24
Goldman Sachs
New York
$481K -$1.21M -67,847 -71%
Citadel Advisors
25
Citadel Advisors
Florida
$476K +$186K +10,407 +61%
1
2 3 4

BRT Hedge Fund Activity: Q2 2021 in Review

74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2021, worth a combined $91.6M — up 5.2% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BRT positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 25 trimmed.

The largest buyer was Concorde Asset Management, adding an estimated $1.19M. The largest seller was Goldman Sachs, cutting an estimated $1.21M.

  • 74 institutional investors held BRT Apartments (BRT) as of Q2 2021, up from 68 in Q1 2021.
  • Funds reported $91.6M of BRT Apartments stock for Q2 2021, up 5.2% quarter-over-quarter.
  • 8 funds opened new BRT Apartments positions in Q2 2021 and 2 closed out, a net change of +6 holders.
  • The largest BRT Apartments buyer in Q2 2021 was Concorde Asset Management, an estimated $1.19M added.
  • The largest BRT Apartments seller in Q2 2021 was Goldman Sachs, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2021.