Position in BRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$26,213
-$3,877 QoQ
Shares Held
1,965
-4.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026OSAIC HOLDINGS, INC. holds $14,461,379 across 19 REIT - Residential names. BRT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
290,693 | $4,328,417 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
35,172 | $2,195,435 | |
| 3 | SUI |
Sun Communities Inc
|
9,818 | $1,236,674 | |
| 4 | CPT |
Camden Property Trust
|
12,655 | $1,235,886 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,865 | $1,082,592 | |
| 6 | MRP |
Millrose Properties, Inc.
|
32,415 | $907,620 | |
| 7 | UDR |
UDR, Inc.
|
21,942 | $741,200 | |
| 8 | AVB |
Avalonbay Communities Inc
|
4,256 | $695,216 |
All Filings in BRT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,213 | 1,965 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,090 | 2,047 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $32,243 | 2,059 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,292 | 1,809 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $14,518 | 854 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,866 | 159 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,916 | 109 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,639 | 609 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $63,067 | 3,754 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $69,786 | 3,754 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $105,397 | 6,103 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $121,453 | 6,134 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $152,415 | 7,729 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $196,969 | 10,029 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $201,454 | 9,919 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $87,549 | 4,074 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $69,512 | 2,900 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $65,972 | 2,750 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $44,344 | 2,300 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $34,680 | 2,000 | Shares | Defined | 2021-08-02 | |
| 2020-03-31 | $7,759 | 757 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||