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BRT

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
25
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EI
EAM Investors
California
+$1.42M
2
AAS
Avantax Advisory Services
Texas
+$445K
3
Charles Schwab
Charles Schwab
California
+$252K
4
LCM
LDR Capital Management
New York
+$247K
5
Citadel Advisors
Citadel Advisors
Florida
+$200K

Top Sellers

1
OC
Oppenheimer & Close
New York
-$824K
2
Renaissance Technologies
Renaissance Technologies
New York
-$774K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$713K
4
AA
ALPS Advisors
Colorado
-$704K
5
Wells Fargo
Wells Fargo
California
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$22.7M +$81.5K +4,073 +0.4%
Renaissance Technologies
2
Renaissance Technologies
New York
$15.3M -$774K -38,700 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.9M -$713K -35,652 -6%
OC
4
Oppenheimer & Close
New York
$11M -$824K -41,190 -8%
AAS
5
Avantax Advisory Services
Texas
$5.29M +$445K +22,244 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.13M +$83.3K +4,166 +2%
State Street
7
State Street
Massachusetts
$4.54M -$20K -999 -0.5%
RVPG
8
Relative Value Partners Group
$4.33M -$114K -5,704 -3%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$3.9M – – –
First Manhattan
10
First Manhattan
New York
$3.63M -$310K -15,500 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.77M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.6M -$52.8K -2,640 -2%
Northern Trust
13
Northern Trust
Illinois
$2.59M +$2.44K +122 +0.1%
CAM
14
Concorde Asset Management
Michigan
$2.29M -$42.9K -2,145 -2%
LJAC
15
L.J. Altfest & Co
New York
$2.07M – – –
Charles Schwab
16
Charles Schwab
California
$1.99M +$252K +12,592 +18%
EI
17
EAM Investors
California
$1.7M +$1.42M +70,884 New
ADMI
18
Albert D. Mason Inc
Massachusetts
$1.68M -$268K -13,390 -16%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$1.66M +$36.7K +1,833 +3%
Ameriprise
20
Ameriprise
Minnesota
$963K -$10.3K -515 -1%
SAM
21
Shell Asset Management
Netherlands
$910K +$3.56K +178 +0.5%
SCM
22
Schnieders Capital Management
California
$897K +$161K +8,038 +27%
Citadel Advisors
23
Citadel Advisors
Florida
$811K +$200K +10,017 +42%
N
24
Nuveen
North Carolina
$753K -$162K -8,077 -17%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$734K -$134K -6,700 -18%
1
2 3 4

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.