Position in BRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,816
+$2,055 QoQ
Shares Held
2,005
-7.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $380,570,809 across 16 REIT - Residential names. BRT ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 1,041,700 | $70,375,351 | |||
| 2 | VMRK |
Vivmark Residential
|
800,090 | $54,350,113 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
167,626 | $48,878,065 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,127,361 | $34,057,575 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
239,743 | $33,309,892 | |
| 6 | SUI |
Sun Communities Inc
|
236,160 | $28,317,945 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
426,636 | $27,496,690 | |
| 8 | AMH |
American Homes 4 Rent
|
710,670 | $23,821,658 |
All Filings in BRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,816 | 2,005 | Shares | Sole | 2026-08-13 | |
| 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 | $3 | 163 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3 | 162 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2 | 139 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2 | 124 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,074 | 118 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2 | 103 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2 | 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 | 122 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,253 | 165 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3 | 171 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,219 | 257 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,319 | 201 | Shares | Sole | 2022-08-09 | |
| 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. | ||||||