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BRT

BRT Apartments

92 hedge funds and large institutions have $89.3M invested in BRT Apartments in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,329% more call options, than puts

Call options by funds: $170K | Put options by funds: $7K

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.36% less ownership

Funds ownership: 30.48%30.12% (-0.36%)

6% less funds holding

Funds holding: 9892 (-6)

9% less capital invested

Capital invested by funds: $98.2M → $89.3M (-$8.86M)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
31
Reduced
28
Closed
10
Calls
$170K
Puts
$7K
Net Calls
+$163K
Net Calls Change
-$489K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$17.5M -$161K -10,227 -0.9%
BlackRock
2
BlackRock
New York
$16.5M -$473K -30,084 -3%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.63M -$126K -8,000 -2%
OC
4
Oppenheimer & Close
New York
$5.32M -$5.82K -370 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.52M +$28.9K +1,837 +0.6%
State Street
6
State Street
Massachusetts
$3.95M -$30.6K -1,947 -0.8%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$2.72M
PC
8
Permanens Capital
New York
$2.63M +$2.24M +142,540 +612%
First Manhattan
9
First Manhattan
New York
$2.52M -$31.4K -2,000 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.49M +$12.3K +781 +0.5%
Stifel Financial
11
Stifel Financial
Missouri
$2.04M +$31.5K +2,001 +2%
BA
12
Bard Associates
Illinois
$1.88M -$11.4K -725 -0.6%
Boston Partners
13
Boston Partners
Massachusetts
$1.64M -$19.6K -1,247 -1%
SBCM
14
Silverberg Bernstein Capital Management
New York
$1.55M +$312K +19,828 +25%
Northern Trust
15
Northern Trust
Illinois
$1.48M -$94.5K -6,014 -6%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$1.37M -$12.6K -802 -0.9%
LJAC
17
L.J. Altfest & Co
New York
$1.35M
Morgan Stanley
18
Morgan Stanley
New York
$1.24M +$46.4K +2,952 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.24M +$7.84K +499 +0.6%
Prudential Financial
20
Prudential Financial
New Jersey
$1.21M +$12.1K +770 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$892K +$409K +26,017 +84%
WA
22
Wealth Alliance
New York
$758K
Charles Schwab
23
Charles Schwab
California
$538K +$28.8K +1,830 +6%
N
24
Nuveen
North Carolina
$524K -$95.4K -6,068 -15%
SCM
25
Schnieders Capital Management
California
$501K -$7.86K -500 -2%

BRT Hedge Fund Activity: Q2 2025 in Review

92 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q2 2025, worth a combined $89.3M — down 9% from $98.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BRT and 4 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 31 added.

The largest buyer was Permanens Capital, adding an estimated $2.24M. The largest seller was Albert D. Mason Inc, exiting entirely with an estimated $1.2M sold.

  • 92 institutional investors held BRT Apartments (BRT) as of Q2 2025, down from 98 in Q1 2025.
  • Funds reported $89.3M of BRT Apartments stock for Q2 2025, down 9% quarter-over-quarter.
  • 4 funds opened new BRT Apartments positions in Q2 2025 and 10 closed out, a net change of -6 holders.
  • The largest BRT Apartments buyer in Q2 2025 was Permanens Capital, an estimated $2.24M added.
  • The largest BRT Apartments seller in Q2 2025 was Albert D. Mason Inc, an estimated $1.2M sold.

Based on aggregated 13F filings for Q2 2025.