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Institutional Ownership · SEC Form 13F

Who owns BRT Apartments (BRT)


Which tracked institutional funds hold BRT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRT company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

101
Institutional holders
5M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on BRT is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 3 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BRT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BRT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 101 tracked filers holding BRT, 54 increased or opened the position and 43 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BRT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Full exits 3

  • Permanens Capital L.P.$3M
  • Penserra Capital Management LLC$1M
  • JANE STREET GROUP, LLC$642K

Largest adds

  • BlackRock, Inc.$2M
  • MORGAN STANLEY$2M
  • VANGUARD CAPITAL MANAGEMENT LLC$954K
  • GEODE CAPITAL MANAGEMENT, LLC$889K
  • Oppenheimer & Close, LLC$773K
  • Boston Partners$715K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,061,220$16M20.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added467,358$7M9.2%2026-Q2
Oppenheimer & Close, LLC trimmed402,621$6M7.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed311,591$5M6.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added295,604$5M5.8%2026-Q2
MORGAN STANLEY added249,964$4M4.9%2026-Q2
STATE STREET CORP trimmed247,625$4M5.0%2026-Q2
State of New Jersey Common Pension Fund D added179,132$3M3.5%2026-Q2
STIFEL FINANCIAL CORP added168,784$3M3.3%2026-Q2
Boston Partners added159,062$2M3.1%2026-Q2
Silverberg Bernstein Capital Management LLC added157,558$2M3.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed146,628$2M2.9%2026-Q2
FIRST MANHATTAN CO. LLC. trimmed139,575$2M2.7%2026-Q2
NORTHERN TRUST CORP trimmed91,041$1M1.8%2026-Q2
Bank of New York Mellon Corp added86,900$1M1.7%2026-Q2
ALTFEST L J & CO INC86,348$1M1.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added76,982$1M1.5%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added66,281$1M1.3%2026-Q2
Root Financial Partners, LLC added51,921$798K1.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed43,742$672K0.9%2026-Q2
WEALTH ALLIANCE, LLC trimmed43,100$662K0.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added39,978$614K0.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added33,420$514K0.7%2026-Q2
Nuveen, LLC29,553$454K0.6%2026-Q2
SCHNIEDERS CAPITAL MANAGEMENT, LLC. added29,488$453K0.6%2026-Q2
Cetera Investment Advisers added23,587$363K0.5%2026-Q2
Qube Research & Technologies Ltd added23,028$354K0.5%2026-Q2
Brookwood Investment Group LLC added21,475$330K0.4%2026-Q2
Capital Square, LLC added20,826$309K0.4%2026-Q2
ALPS ADVISORS INC added16,713$257K0.3%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD15,600$240K0.3%2026-Q2
RHUMBLINE ADVISERS trimmed15,221$234K0.3%2026-Q2
NOESIS CAPITAL MANGEMENT CORP15,000$231K0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added14,640$195K0.3%2026-Q2
VIRTUE ASSET MANAGEMENT LLC trimmed14,280$219K0.3%2026-Q2
Asset Management One Co., Ltd.14,205$218K0.3%2026-Q2
Odyssean, LLC new13,500$207K0.3%2026-Q2
Abacus Planning Group, Inc.13,479$207K0.3%2026-Q2
BARCLAYS PLC trimmed12,456$191K0.2%2026-Q2
Russell Investments Group, Ltd. added12,347$190K0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed11,828$182K0.2%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed11,198$172K0.2%2026-Q2
PNC Financial Services Group, Inc. added10,346$159K0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed10,231$157K0.2%2026-Q2
LPL Financial LLC added10,152$156K0.2%2026-Q2
DEUTSCHE BANK AG\ added9,781$150K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added9,304$143K0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd.8,450$130K0.2%2026-Q2
FMR LLC added8,189$126K0.2%2026-Q2
Eurizon Capital SGR S.p.A.7,685$118K0.2%2026-Q2
UBS Group AG trimmed7,065$109K0.1%2026-Q2
CITIGROUP INC added5,206$80K0.1%2026-Q2
Resona Asset Management Co.,Ltd. trimmed4,955$76K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey added4,740$73K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed4,620$71K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed4,423$68K0.1%2026-Q2
Daiwa Securities Group Inc. trimmed4,417$68K0.1%2026-Q2
Vanguard Global Advisers, LLC4,383$67K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND3,798$58K0.1%2026-Q2
STRS OHIO2,300$35K0.0%2026-Q2
Pinnacle Wealth Planning Services, Inc.1,986$31K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,688$26K0.0%2026-Q2
TOKIO MARINE ASSET MANAGEMENT CO LTD new1,645$25K0.0%2026-Q2
Founders Capital Management1,500$23K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed1,300$20K0.0%2026-Q2
SouthState Bank Corp1,250$19K0.0%2026-Q2
Ameritas Investment Partners, Inc.1,176$18K0.0%2026-Q2
Arax Advisory Partners added1,098$17K0.0%2026-Q2
Legal & General Group Plc979$15K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC trimmed964$15K0.0%2026-Q2
GAMMA Investing LLC added780$12K0.0%2026-Q2
IFP Advisors, Inc added722$11K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC671$10K0.0%2026-Q2
Ares Financial Consulting, LLC496$8K0.0%2026-Q2
MEEDER ASSET MANAGEMENT INC added482$7K0.0%2026-Q2
ROYAL BANK OF CANADA trimmed472$8K0.0%2026-Q2
MassMutual Private Wealth & Trust, FSB added445$7K0.0%2026-Q2
HUNTINGTON NATIONAL BANK added411$6K0.0%2026-Q2
Pflug Koory, LLC340$5K0.0%2026-Q2
Private Wealth Management Group, LLC added336$5K0.0%2026-Q2
MetLife Investment Management, LLC trimmed328$5K0.0%2026-Q2
Sterling Capital Management LLC trimmed203$3K0.0%2026-Q2
Allied Private Wealth LLC new193$3K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed138$2K0.0%2026-Q2
Physician Wealth Advisors, Inc. new73$1K0.0%2026-Q2
Essential Partners LLC added65$9990.0%2026-Q2
Clearstead Advisors, LLC trimmed63$9690.0%2026-Q2
EverSource Wealth Advisors, LLC added60$9230.0%2026-Q2
Allworth Financial LP added59$9070.0%2026-Q2
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ added57$8760.0%2026-Q2
Cornerstone Planning Group LLC40$5980.0%2026-Q2
Bare Financial Services, Inc trimmed36$5530.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP new32$5000.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new31$4760.0%2026-Q2
Quarry LP new29$4460.0%2026-Q2
Smartleaf Asset Management LLC23$3530.0%2026-Q2
Farther Finance Advisors, LLC added20$3070.0%2026-Q2
True Wealth Design, LLC added18$2770.0%2026-Q2
Fortitude Family Office, LLC new8$1230.0%2026-Q2
SJS Investment Consulting Inc. new3$470.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership