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BRT

BRT Apartments

88 hedge funds and large institutions have $88M invested in BRT Apartments in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $718K | Put options by funds: $97K

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

2% more funds holding

Funds holding: 8688 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $88.3M → $88M (-$220K)

1.26% less ownership

Funds ownership: 28.25%26.99% (-1.3%)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% 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
10
Increased
30
Reduced
27
Closed
7
Calls
$718K
Puts
$97K
Net Calls
+$621K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17M -$261K -14,881 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.5M +$719K +41,065 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.52M -$135K -7,700 -2%
OC
4
Oppenheimer & Close
New York
$6.07M -$1.66K -95 -0%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.01M -$29.9K -1,706 -0.6%
State Street
6
State Street
Massachusetts
$4.3M -$199K -11,379 -4%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$3.04M -$1.46M -83,368 -32%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.76M +$62.2K +3,552 +2%
Stifel Financial
9
Stifel Financial
Missouri
$2.3M +$721K +41,200 +46%
Northern Trust
10
Northern Trust
Illinois
$2.29M -$87.7K -5,009 -4%
First Manhattan
11
First Manhattan
New York
$2.22M +$139K +7,925 +7%
BA
12
Bard Associates
Illinois
$2.14M -$8.75K -500 -0.4%
Boston Partners
13
Boston Partners
Massachusetts
$2.11M -$112K -6,411 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.7M +$91.2K +5,207 +6%
LJAC
15
L.J. Altfest & Co
New York
$1.51M
Prudential Financial
16
Prudential Financial
New Jersey
$1.34M +$27.7K +1,584 +2%
ADMI
17
Albert D. Mason Inc
Massachusetts
$1.2M +$770 +44 +0.1%
SBCM
18
Silverberg Bernstein Capital Management
New York
$1.15M
Morgan Stanley
19
Morgan Stanley
New York
$1.14M +$18.7K +1,071 +2%
CAM
20
ClariVest Asset Management
California
$782K +$21.9K +1,251 +3%
Deutsche Bank
21
Deutsche Bank
Germany
$704K -$23.7K -1,355 -3%
N
22
Nuveen
North Carolina
$692K
Citadel Advisors
23
Citadel Advisors
Florida
$669K +$90.3K +5,157 +16%
Charles Schwab
24
Charles Schwab
California
$569K +$27.8K +1,588 +5%
Invesco
25
Invesco
Georgia
$545K -$57.8K -3,299 -10%

BRT Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2024, worth a combined $88M — down 0.25% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BRT positions and 7 closed out — a net gain of 3 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was Stifel Financial, adding an estimated $721K. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $1.47M sold.

  • 88 institutional investors held BRT Apartments (BRT) as of Q2 2024, up from 86 in Q1 2024.
  • Funds reported $88M of BRT Apartments stock for Q2 2024, down 0.25% quarter-over-quarter.
  • 10 funds opened new BRT Apartments positions in Q2 2024 and 7 closed out, a net change of +3 holders.
  • The largest BRT Apartments buyer in Q2 2024 was Stifel Financial, an estimated $721K added.
  • The largest BRT Apartments seller in Q2 2024 was Relative Value Partners Group, an estimated $1.47M sold.

Based on aggregated 13F filings for Q2 2024.