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BRT

BRT Apartments
BRT

89 hedge funds and large institutions have $108M invested in BRT Apartments in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $874K | Put options by funds: $284K

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 29

3% more funds holding

Funds holding: 86 → 89 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $113M → $108M (-$4.73M)

1.58% less ownership

Funds ownership: 30.02% → 28.44% (-1.6%)

Holders
89
Holders Change
+3
Holders Change %
+3.49%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
35
Reduced
29
Closed
8
Calls
$874K
Puts
$284K
Net Calls
+$590K
Net Calls Change
+$200K

Top Buyers

1
BA
Bard Associates
Illinois
+$2.26M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.36M
3
Millennium Management
Millennium Management
New York
+$1.2M
4
Prudential Financial
Prudential Financial
New Jersey
+$1.11M
5
BlackRock
BlackRock
New York
+$972K

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$6.14M
2
AAS
Avantax Advisory Services
Texas
-$4.14M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.05M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$19.5M +$972K +52,417 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.8M -$1.05M -56,748 -9%
Renaissance Technologies
3
Renaissance Technologies
New York
$9.05M -$1.31M -70,900 -13%
OC
4
Oppenheimer & Close
New York
$6.66M -$8.7K -469 -0.1%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$5.1M +$1.36M +73,564 +40%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.89M +$284K +15,328 +7%
State Street
7
State Street
Massachusetts
$4.63M +$13.1K +704 +0.3%
Boston Partners
8
Boston Partners
Massachusetts
$3.28M -$178K -9,587 -5%
RVPG
9
Relative Value Partners Group
$3.02M -$147K -7,911 -5%
Northern Trust
10
Northern Trust
Illinois
$2.48M +$5.38K +290 +0.2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.47M +$126K +6,788 +6%
BA
12
Bard Associates
Illinois
$2.45M +$2.26M +122,087 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.37M +$84.3K +4,546 +4%
Charles Schwab
14
Charles Schwab
California
$2.3M -$465K -25,101 -18%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.11M -$26.3K -1,418 -1%
First Manhattan
16
First Manhattan
New York
$1.98M -$124K -6,700 -6%
Stifel Financial
17
Stifel Financial
Missouri
$1.94M +$121K +6,500 +7%
LJAC
18
L.J. Altfest & Co
New York
$1.71M – – –
ADMI
19
Albert D. Mason Inc
Massachusetts
$1.37M +$74 +4 +0%
Prudential Financial
20
Prudential Financial
New Jersey
$1.32M +$1.11M +59,817 New
Millennium Management
21
Millennium Management
New York
$1.29M +$1.2M +64,931 New
CPA
22
Cowen Prime Advisors
New York
$1.25M – – –
AAS
23
Avantax Advisory Services
Texas
$1.18M -$4.14M -223,322 -79%
NCM
24
Next Capital Management
New York
$997K +$6.51K +351 +0.7%
Deutsche Bank
25
Deutsche Bank
Germany
$929K +$18.4K +990 +2%
1
2 3 4

BRT Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2023, worth a combined $108M — down 4.2% from $113M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BRT positions and 8 closed out — a net gain of 3 holders — while 35 added to existing stakes and 29 trimmed.

The largest buyer was Bard Associates, opening a new position worth an estimated $2.26M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $6.14M sold.

  • 89 institutional investors held BRT Apartments (BRT) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $108M of BRT Apartments stock for Q2 2023, down 4.2% quarter-over-quarter.
  • 11 funds opened new BRT Apartments positions in Q2 2023 and 8 closed out, a net change of +3 holders.
  • The largest BRT Apartments buyer in Q2 2023 was Bard Associates, an estimated $2.26M added.
  • The largest BRT Apartments seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $6.14M sold.

Based on aggregated 13F filings for Q2 2023.