Position in BRT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$117,150
-$18,294 QoQ
Shares Held
8,782
-4.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.37280801639719.ToString("F0")%
Shared 0.ToString("F0")%
None 6.627191983602825.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. BRT ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
5,032,699 | $140,512,955 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,501,208 | $111,855,017 | |
| 3 | AVB |
Avalonbay Communities Inc
|
598,886 | $97,828,026 | |
| 4 | EQR |
Equity Residential
|
1,598,436 | $94,547,487 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
690,447 | $84,317,385 | |
| 6 | UDR |
UDR, Inc.
|
2,031,804 | $68,634,337 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
953,668 | $59,527,956 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
182,801 | $44,237,842 |
All Filings in BRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,150 | 8,782 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $135,444 | 9,214 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $155,972 | 9,960 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $206,962 | 13,233 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $314,721 | 18,513 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $363,484 | 20,160 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $127,595 | 7,258 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $94,407 | 5,404 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $225,724 | 13,436 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $299,595 | 16,116 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $155,825 | 9,023 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $209,561 | 10,584 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $187,318 | 9,499 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $156,903 | 7,989 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $125,474 | 6,178 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $113,810 | 5,296 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $164,505 | 6,863 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $186,857 | 7,789 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $58,264 | 3,022 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,686 | 1,539 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $53,331 | 3,167 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $54,765 | 3,603 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $44,115 | 3,745 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $69,452 | 6,419 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $88,190 | 8,604 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||