Position in BRT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$919
+$626 QoQ
Shares Held
60
+172.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 110 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,143,843 across 19 REIT - Residential names. BRT ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
20,239 | $678,408 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
3,305 | $459,192 | |
| 3 | INVH |
Invitation Homes Inc.
|
6,681 | $201,830 | |
| 4 | MRP |
Millrose Properties, Inc.
|
5,070 | $152,349 | |
| 5 | 1,827 | $123,400 | |||
| 6 | VMRK |
Vivmark Residential
|
1,500 | $101,892 | |
| 7 | SUI |
Sun Communities Inc
|
756 | $90,647 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,195 | $77,015 |
All Filings in BRT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919 | 60 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $293 | 22 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14 | 1 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $156 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $78 | 5 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $136 | 8 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||