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BRT

BRT Apartments
BRT

90 hedge funds and large institutions have $114M invested in BRT Apartments in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,079% more call options, than puts

Call options by funds: $9.92M | Put options by funds: $312K

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

7% more funds holding

Funds holding: 84 → 90 (+6)

0.22% more ownership

Funds ownership: 29.52% → 29.74% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $118M → $114M (-$4.12M)

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
37
Reduced
23
Closed
5
Calls
$9.92M
Puts
$312K
Net Calls
+$9.61M
Net Calls Change
+$6.21M

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.29M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$1.28M
3
GC
Globeflex Capital
California
+$528K
4
AAS
Avantax Advisory Services
Texas
+$374K
5
Charles Schwab
Charles Schwab
California
+$360K

Top Sellers

1
BlackRock
BlackRock
New York
-$817K
2
SAM
Shell Asset Management
Netherlands
-$492K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$361K
4
Millennium Management
Millennium Management
New York
-$256K
5
LCM
LDR Capital Management
New York
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$18.4M -$817K -35,843 -4%
Renaissance Technologies
2
Renaissance Technologies
New York
$12.3M +$105K +4,600 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12M -$112K -4,918 -0.8%
OC
4
Oppenheimer & Close
New York
$7.33M – – –
AAS
5
Avantax Advisory Services
Texas
$5.12M +$374K +16,393 +7%
HIM
6
Hillsdale Investment Management
Ontario, Canada
$4.46M +$1.29M +56,800 +35%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.21M -$361K -15,831 -7%
State Street
8
State Street
Massachusetts
$4.2M +$39.6K +1,739 +0.9%
RVPG
9
Relative Value Partners Group
$3.87M +$109K +4,777 +3%
Charles Schwab
10
Charles Schwab
California
$3.37M +$360K +15,813 +11%
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$3.3M – – –
First Manhattan
12
First Manhattan
New York
$2.92M +$2.85K +125 +0.1%
Northern Trust
13
Northern Trust
Illinois
$2.56M +$12.4K +542 +0.4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.32M +$165K +7,248 +7%
Morgan Stanley
15
Morgan Stanley
New York
$2.25M -$113K -4,973 -4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.25M -$174K -7,617 -6%
LJAC
17
L.J. Altfest & Co
New York
$1.75M – – –
Ameriprise
18
Ameriprise
Minnesota
$1.46M -$30.4K -1,334 -2%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$1.45M -$241K -10,558 -13%
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.44M +$1.28M +55,943 +369%
ADMI
21
Albert D. Mason Inc
Massachusetts
$1.4M +$1.73K +76 +0.1%
Millennium Management
22
Millennium Management
New York
$1.35M -$256K -11,227 -14%
N
23
Nuveen
North Carolina
$1.25M +$2.85K +125 +0.2%
EI
24
EAM Investors
California
$924K -$158K -6,915 -13%
CAM
25
ClariVest Asset Management
California
$717K – – –
1
2 3 4

BRT Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2022, worth a combined $114M — down 3.5% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRT positions and 5 closed out — a net gain of 7 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Hillsdale Investment Management, adding an estimated $1.29M. The largest seller was BlackRock, cutting an estimated $817K.

  • 90 institutional investors held BRT Apartments (BRT) as of Q3 2022, up from 84 in Q2 2022.
  • Funds reported $114M of BRT Apartments stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 12 funds opened new BRT Apartments positions in Q3 2022 and 5 closed out, a net change of +7 holders.
  • The largest BRT Apartments buyer in Q3 2022 was Hillsdale Investment Management, an estimated $1.29M added.
  • The largest BRT Apartments seller in Q3 2022 was BlackRock, an estimated $817K sold.

Based on aggregated 13F filings for Q3 2022.