We are live on ! Find out more
BRT

BRT Apartments
BRT

86 hedge funds and large institutions have $88.3M invested in BRT Apartments in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

518% more call options, than puts

Call options by funds: $816K | Put options by funds: $132K

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 29.37% → 28.25% (-1.1%)

1% less funds holding

Funds holding: 87 → 86 (-1)

13% less capital invested

Capital invested by funds: $101M → $88.3M (-$12.9M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

19% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 31

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
25
Reduced
31
Closed
7
Calls
$816K
Puts
$132K
Net Calls
+$684K
Net Calls Change
+$303K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$579K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$326K
3
State Street
State Street
Massachusetts
+$206K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$193K
5
OC
Oppenheimer & Close
New York
+$190K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.02M
2
NCM
Next Capital Management
New York
-$936K
3
Man Group
Man Group
United Kingdom
-$646K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$617K
5
RVPG
Relative Value Partners Group
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$16.6M -$541K -32,191 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.4M +$159K +9,483 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.36M +$165K +9,800 +2%
OC
4
Oppenheimer & Close
New York
$5.84M +$190K +11,287 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.84M +$326K +19,422 +7%
State Street
6
State Street
Massachusetts
$4.33M +$206K +12,266 +5%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$4.33M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.59M +$193K +11,472 +8%
Northern Trust
9
Northern Trust
Illinois
$2.29M -$164K -9,773 -7%
Boston Partners
10
Boston Partners
Massachusetts
$2.13M -$96.7K -5,758 -4%
BA
11
Bard Associates
Illinois
$2.07M -$4.62K -275 -0.2%
First Manhattan
12
First Manhattan
New York
$1.97M +$168K +10,000 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.55M -$155K -9,244 -9%
Stifel Financial
14
Stifel Financial
Missouri
$1.52M -$143K -8,500 -9%
RVPG
15
Relative Value Partners Group
$1.47M -$557K -33,182 -27%
LJAC
16
L.J. Altfest & Co
New York
$1.45M – – –
Prudential Financial
17
Prudential Financial
New Jersey
$1.26M +$135K +8,047 +12%
ADMI
18
Albert D. Mason Inc
Massachusetts
$1.16M +$10.4K +620 +0.9%
SBCM
19
Silverberg Bernstein Capital Management
New York
$1.11M – – –
Morgan Stanley
20
Morgan Stanley
New York
$1.08M -$1.02M -60,440 -49%
CAM
21
ClariVest Asset Management
California
$731K +$655 +39 +0.1%
AQR Capital Management
22
AQR Capital Management
Connecticut
$708K -$617K -36,710 -47%
Deutsche Bank
23
Deutsche Bank
Germany
$699K +$47K +2,796 +7%
N
24
Nuveen
North Carolina
$665K – – –
Invesco
25
Invesco
Georgia
$579K +$579K +34,489 New
1
2 3 4

BRT Hedge Fund Activity: Q1 2024 in Review

86 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q1 2024, worth a combined $88.3M — down 13% from $101M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BRT and 6 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 25 added.

The largest buyer was Invesco, opening a new position worth an estimated $579K. The largest seller was Morgan Stanley, cutting an estimated $1.02M.

  • 86 institutional investors held BRT Apartments (BRT) as of Q1 2024, down from 87 in Q4 2023.
  • Funds reported $88.3M of BRT Apartments stock for Q1 2024, down 13% quarter-over-quarter.
  • 6 funds opened new BRT Apartments positions in Q1 2024 and 7 closed out, a net change of -1 holder.
  • The largest BRT Apartments buyer in Q1 2024 was Invesco, an estimated $579K added.
  • The largest BRT Apartments seller in Q1 2024 was Morgan Stanley, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2024.