Position in BRT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,338
-$952 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $712,781 across 20 REIT - Residential names. BRT ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,643 | $332,912 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,953 | $103,530 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
408 | $49,824 | |
| 4 | AMH |
American Homes 4 Rent
|
1,681 | $46,933 | |
| 5 | AVB |
Avalonbay Communities Inc
|
255 | $41,654 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,094 | $27,185 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
781 | $19,525 | |
| 8 | MRP |
Millrose Properties, Inc.
|
557 | $15,596 |
All Filings in BRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,338 | 700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,290 | 700 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,962 | 700 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $10,775 | 689 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,900 | 700 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,621 | 700 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||