Position in BRT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$309,674
-$35,335 QoQ
Shares Held
23,214
-1.1% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Cetera Investment Advisers holds $36,699,640 across 18 REIT - Residential names. BRT ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
87,049 | $10,630,423 | |
| 2 | AVB |
Avalonbay Communities Inc
|
40,354 | $6,591,825 | |
| 3 | EQR |
Equity Residential
|
61,177 | $3,618,619 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
239,550 | $3,566,899 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
10,005 | $2,421,210 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
30,740 | $1,918,790 | |
| 7 | AMH |
American Homes 4 Rent
|
59,134 | $1,651,021 | |
| 8 | SUI |
Sun Communities Inc
|
10,629 | $1,338,828 |
All Filings in BRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,674 | 23,214 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $345,009 | 23,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,504 | 22,893 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||