We are live on ! Find out more
BRT

BRT Apartments
BRT

87 hedge funds and large institutions have $101M invested in BRT Apartments in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more call options, than puts

Call options by funds: $433K | Put options by funds: $52K

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $92.5M → $101M (+$8.66M)

1.29% more ownership

Funds ownership: 28.08% → 29.37% (+1.3%)

1% more funds holding

Funds holding: 86 → 87 (+1)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
28
Reduced
27
Closed
7
Calls
$433K
Puts
$52K
Net Calls
+$381K
Net Calls Change
+$65K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.49M
2
Man Group
Man Group
United Kingdom
+$1.27M
3
BlackRock
BlackRock
New York
+$923K
4
Citadel Advisors
Citadel Advisors
Florida
+$522K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$480K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$858K
2
Charles Schwab
Charles Schwab
California
-$674K
3
AQR Capital Management
AQR Capital Management
Connecticut
-$666K
4
RVPG
Relative Value Partners Group
-$481K
5
AC
Anson Capital
Georgia
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$19M +$923K +52,177 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M +$135K +7,610 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.96M -$246K -13,900 -3%
OC
4
Oppenheimer & Close
New York
$6.26M – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5M +$92K +5,200 +2%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$4.79M – – –
State Street
7
State Street
Massachusetts
$4.56M +$38.1K +2,151 +0.9%
Northern Trust
8
Northern Trust
Illinois
$2.72M +$37.9K +2,140 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.66M +$174K +9,809 +7%
Boston Partners
10
Boston Partners
Massachusetts
$2.47M -$197K -11,131 -8%
Morgan Stanley
11
Morgan Stanley
New York
$2.32M +$1.49M +84,020 +207%
BA
12
Bard Associates
Illinois
$2.29M -$13.4K -755 -0.6%
RVPG
13
Relative Value Partners Group
$2.24M -$481K -27,178 -18%
First Manhattan
14
First Manhattan
New York
$2M +$21.2K +1,200 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.88M -$94.5K -5,343 -5%
Stifel Financial
16
Stifel Financial
Missouri
$1.84M +$17.7K +1,000 +1%
LJAC
17
L.J. Altfest & Co
New York
$1.6M – – –
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.47M -$666K -37,648 -32%
Man Group
19
Man Group
United Kingdom
$1.33M +$1.27M +71,714 New
ADMI
20
Albert D. Mason Inc
Massachusetts
$1.27M -$1.11K -63 -0.1%
Prudential Financial
21
Prudential Financial
New Jersey
$1.25M +$5.49K +310 +0.5%
SBCM
22
Silverberg Bernstein Capital Management
New York
$1.23M +$1.17M +66,084 New
NCM
23
Next Capital Management
New York
$936K – – –
CAM
24
ClariVest Asset Management
California
$808K +$18.4K +1,042 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$772K +$522K +29,502 +246%
1
2 3 4

BRT Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q4 2023, worth a combined $101M — up 9.4% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BRT positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Millennium Management, cutting an estimated $858K.

  • 87 institutional investors held BRT Apartments (BRT) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $101M of BRT Apartments stock for Q4 2023, up 9.4% quarter-over-quarter.
  • 9 funds opened new BRT Apartments positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest BRT Apartments buyer in Q4 2023 was Morgan Stanley, an estimated $1.49M added.
  • The largest BRT Apartments seller in Q4 2023 was Millennium Management, an estimated $858K sold.

Based on aggregated 13F filings for Q4 2023.