Position in BRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$156,036
+$21,623 QoQ
Shares Held
10,152
+0.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 110 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. BRT ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
30,873 | $9,002,258 | |
| 2 | 109,583 | $7,403,252 | |||
| 3 | MAA |
Mid America Apartment Communities Inc.
|
44,152 | $6,134,478 | |
| 4 | UDR |
UDR, Inc.
|
143,184 | $5,715,905 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
86,700 | $5,587,815 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
334,131 | $5,576,646 | |
| 7 | AIV |
Apartment Investment & Management Co
|
1,633,396 | $4,851,186 | |
| 8 | VMRK |
Vivmark Residential
|
71,400 | $4,850,202 |
All Filings in BRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,036 | 10,152 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $134,413 | 10,076 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $192,946 | 12,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $204,305 | 13,063 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||