Position in BRT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$134,413
-$58,533 QoQ
Shares Held
10,076
-18.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $56,813,236 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.
|
33,189 | $8,031,738 | |
| 2 | AVB |
Avalonbay Communities Inc
|
45,515 | $7,434,875 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
50,990 | $6,226,898 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
95,788 | $5,979,086 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
331,520 | $4,936,332 | |
| 6 | UDR |
UDR, Inc.
|
142,619 | $4,817,669 | |
| 7 | EQR |
Equity Residential
|
67,203 | $3,975,057 | |
| 8 | SUI |
Sun Communities Inc
|
27,803 | $3,502,065 |
All Filings in BRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||