Position in BRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$906
+$826 QoQ
Shares Held
59
+883.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 110 holders
Holding Since
Dec 2022
5 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, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. BRT ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
41,083 | $5,708,072 | |
| 2 | 22,199 | $1,499,708 | |||
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
|
1,524 | $103,525 |
All Filings in BRT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906 | 59 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||