Position in BRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$28,761
-$1,712 QoQ
Shares Held
2,156
+4.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $336,965,693 across 17 REIT - Residential names. BRT ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
361,556 | $59,060,172 | |
| 2 | EQR |
Equity Residential
|
802,075 | $47,442,736 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
150,774 | $36,487,308 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,245,599 | $30,953,135 | |
| 5 | SUI |
Sun Communities Inc
|
230,810 | $29,072,827 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
236,900 | $28,930,228 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
422,505 | $26,372,762 | |
| 8 | UDR |
UDR, Inc.
|
622,354 | $21,023,118 |
All Filings in BRT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,761 | 2,156 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $30,473 | 2,073 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,552 | 163 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,533 | 162 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,363 | 139 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,235 | 124 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,074 | 118 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,799 | 103 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,764 | 105 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,063 | 111 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,089 | 121 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,415 | 122 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,253 | 165 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,358 | 171 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,219 | 257 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $6,280 | 262 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,494 | 104 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,947 | 101 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,751 | 101 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,599 | 95 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,408 | 290 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,534 | 300 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $5,842 | 540 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $6,139 | 599 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||