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BRT

BRT Apartments
BRT

93 hedge funds and large institutions have $91.9M invested in BRT Apartments in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $170K | Put options by funds: $68K

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

6% more funds holding

Funds holding: 88 → 93 (+5)

4% more capital invested

Capital invested by funds: $88M → $91.9M (+$3.9M)

0.84% more ownership

Funds ownership: 26.99% → 27.83% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
25
Reduced
25
Closed
7
Calls
$170K
Puts
$68K
Net Calls
+$102K
Net Calls Change
-$519K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.65M
2
BlackRock
BlackRock
New York
+$704K
3
First Manhattan
First Manhattan
New York
+$640K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$481K
5
Morgan Stanley
Morgan Stanley
New York
+$477K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$639K
2
Deutsche Bank
Deutsche Bank
Germany
-$591K
3
AQR Capital Management
AQR Capital Management
Connecticut
-$222K
4
Boston Partners
Boston Partners
Massachusetts
-$176K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$173K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$17.8M +$704K +38,762 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12M +$481K +26,479 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$6.94M -$639K -35,200 -8%
OC
4
Oppenheimer & Close
New York
$6.11M -$1.54K -85 -0%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.02M -$19.1K -1,049 -0.4%
State Street
6
State Street
Massachusetts
$4.36M +$28.4K +1,561 +0.6%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$3.06M – – –
First Manhattan
8
First Manhattan
New York
$2.85M +$640K +35,205 +28%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.82M +$42.3K +2,329 +1%
Northern Trust
10
Northern Trust
Illinois
$2.3M -$8.28K -456 -0.3%
Stifel Financial
11
Stifel Financial
Missouri
$2.25M -$63.6K -3,500 -3%
BA
12
Bard Associates
Illinois
$2.13M -$23.6K -1,300 -1%
Boston Partners
13
Boston Partners
Massachusetts
$1.95M -$176K -9,663 -8%
Morgan Stanley
14
Morgan Stanley
New York
$1.61M +$477K +26,268 +40%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$1.59M +$1.65M +90,675 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.56M -$152K -8,359 -9%
LJAC
17
L.J. Altfest & Co
New York
$1.52M – – –
Prudential Financial
18
Prudential Financial
New Jersey
$1.35M – – –
ADMI
19
Albert D. Mason Inc
Massachusetts
$1.2M -$7.65K -421 -0.6%
SBCM
20
Silverberg Bernstein Capital Management
New York
$1.16M – – –
CAM
21
ClariVest Asset Management
California
$782K – – –
N
22
Nuveen
North Carolina
$696K – – –
SCM
23
Schnieders Capital Management
California
$581K +$94.5K +5,200 +19%
Charles Schwab
24
Charles Schwab
California
$573K +$272 +15 +0%
Citadel Advisors
25
Citadel Advisors
Florida
$549K -$129K -7,094 -19%
1
2 3 4

BRT Hedge Fund Activity: Q3 2024 in Review

93 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2024, worth a combined $91.9M — up 4.4% from $88M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BRT positions and 7 closed out — a net gain of 5 holders — while 25 added to existing stakes and 25 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $1.65M. The largest seller was Renaissance Technologies, cutting an estimated $639K.

  • 93 institutional investors held BRT Apartments (BRT) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $91.9M of BRT Apartments stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 12 funds opened new BRT Apartments positions in Q3 2024 and 7 closed out, a net change of +5 holders.
  • The largest BRT Apartments buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $1.65M added.
  • The largest BRT Apartments seller in Q3 2024 was Renaissance Technologies, an estimated $639K sold.

Based on aggregated 13F filings for Q3 2024.