Position in BRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,543,433
+$888,407 QoQ
Shares Held
295,604
+7.9% QoQ
Ownership
1.57%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,954,270,356 across 20 REIT - Residential names. BRT ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 11,935,240 | $806,323,351 | |||
| 2 | VMRK |
Vivmark Residential
|
10,607,485 | $720,566,455 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,953,203 | $569,534,462 | |
| 4 | INVH |
Invitation Homes Inc.
|
17,118,534 | $517,150,911 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
3,538,997 | $491,708,242 | |
| 6 | UDR |
UDR, Inc.
|
8,688,083 | $346,828,272 | |
| 7 | CPT |
Camden Property Trust
|
2,895,749 | $331,534,302 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
4,913,444 | $316,671,465 |
All Filings in BRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,543,433 | 295,604 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,655,026 | 273,990 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,019,787 | 273,455 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,539,253 | 289,863 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,521,101 | 289,073 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,883,012 | 287,236 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,917,970 | 272,766 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,020,232 | 285,565 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,007,145 | 286,614 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $4,843,776 | 288,320 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,998,813 | 268,898 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,554,064 | 263,698 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,885,867 | 246,761 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,563,858 | 231,433 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,474,993 | 227,851 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,209,044 | 207,240 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,793,795 | 223,071 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,218,340 | 217,703 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,133,212 | 213,973 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,045,078 | 209,807 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,558,740 | 205,233 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,190,287 | 189,447 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,892,575 | 190,301 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,174,941 | 184,630 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,993,390 | 184,232 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,134,080 | 208,203 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||