Position in BRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80
+$18 QoQ
Shares Held
6
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 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, 2026Allworth Financial LP holds $7,495,951 across 19 REIT - Residential names. BRT ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
34,434 | $4,205,080 | |
| 2 | AVB |
Avalonbay Communities Inc
|
6,852 | $1,119,274 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
3,258 | $788,436 | |
| 4 | AMH |
American Homes 4 Rent
|
23,653 | $660,391 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,155 | $177,801 | |
| 6 | MRP |
Millrose Properties, Inc.
|
4,704 | $131,712 | |
| 7 | EQR |
Equity Residential
|
1,580 | $93,457 | |
| 8 | UDR |
UDR, Inc.
|
2,323 | $78,470 |
All Filings in BRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80 | 6 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $62 | 4 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $31 | 2 | Shares | Sole | 2025-08-07 | |
| 2022-12-31 | $451 | 23 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||