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BRT

BRT Apartments
BRT

75 hedge funds and large institutions have $102M invested in BRT Apartments in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

11% more capital invested

Capital invested by funds: $91.6M → $102M (+$10.1M)

1% more funds holding

Funds holding: 74 → 75 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.07% less ownership

Funds ownership: 30.11% → 29.04% (-1.1%)

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
28
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$752K
2
Wells Fargo
Wells Fargo
California
+$700K
3
AAS
Avantax Advisory Services
Texas
+$541K
4
Charles Schwab
Charles Schwab
California
+$376K
5
SCM
Schnieders Capital Management
California
+$335K

Top Sellers

1
BlackRock
BlackRock
New York
-$955K
2
Renaissance Technologies
Renaissance Technologies
New York
-$745K
3
OC
Oppenheimer & Close
New York
-$655K
4
MFP
Michael F. Price
-$526K
5
Marshall Wace
Marshall Wace
United Kingdom
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$18.2M -$955K -51,571 -5%
Renaissance Technologies
2
Renaissance Technologies
New York
$13.1M -$745K -40,200 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11M +$75.9K +4,099 +0.7%
OC
4
Oppenheimer & Close
New York
$9.63M -$655K -35,370 -7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.04M +$84.7K +4,574 +2%
AAS
6
Avantax Advisory Services
Texas
$3.82M +$541K +29,224 +17%
State Street
7
State Street
Massachusetts
$3.67M -$162K -8,721 -4%
RVPG
8
Relative Value Partners Group
$3.6M +$108K +5,841 +3%
First Manhattan
9
First Manhattan
New York
$3.21M – – –
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$3.13M – – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.23M +$68.8K +3,716 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.14M -$74.7K -4,032 -4%
Northern Trust
13
Northern Trust
Illinois
$2.08M -$75.3K -4,066 -4%
CAM
14
Concorde Asset Management
Michigan
$1.88M +$104K +5,636 +6%
LJAC
15
L.J. Altfest & Co
New York
$1.67M – – –
ADMI
16
Albert D. Mason Inc
Massachusetts
$1.6M -$4.02K -217 -0.3%
Charles Schwab
17
Charles Schwab
California
$1.36M +$376K +20,289 +40%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$1.3M -$19.9K -1,072 -2%
N
19
Nuveen
North Carolina
$891K -$40.7K -2,200 -5%
Two Sigma Investments
20
Two Sigma Investments
New York
$821K +$88.2K +4,762 +13%
Ameriprise
21
Ameriprise
Minnesota
$786K +$752K +40,624 New
Wells Fargo
22
Wells Fargo
California
$785K +$700K +37,804 +1,282%
SAM
23
Shell Asset Management
Netherlands
$728K -$30.2K -1,630 -4%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$719K +$330K +17,800 +91%
AA
25
ALPS Advisors
Colorado
$704K -$150K -8,112 -18%
1
2 3 4

BRT Hedge Fund Activity: Q3 2021 in Review

75 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2021, worth a combined $102M — up 11% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BRT positions and 3 closed out — a net gain of 1 holder — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $752K. The largest seller was BlackRock, cutting an estimated $955K.

  • 75 institutional investors held BRT Apartments (BRT) as of Q3 2021, up from 74 in Q2 2021.
  • Funds reported $102M of BRT Apartments stock for Q3 2021, up 11% quarter-over-quarter.
  • 4 funds opened new BRT Apartments positions in Q3 2021 and 3 closed out, a net change of +1 holder.
  • The largest BRT Apartments buyer in Q3 2021 was Ameriprise, an estimated $752K added.
  • The largest BRT Apartments seller in Q3 2021 was BlackRock, an estimated $955K sold.

Based on aggregated 13F filings for Q3 2021.