Position in BRT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$59,295
-$152,250 QoQ
Shares Held
4,445
-69.1% QoQ
Ownership
0.024%
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 0.922384701912261.ToString("F0")%
Shared 0.ToString("F0")%
None 99.07761529808774.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $2,725,676,000 across 22 REIT - Residential names. BRT ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,466,121 | $729,540,856 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,905,831 | $354,860,074 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
4,746,014 | $296,246,191 | |
| 4 | EQR |
Equity Residential
|
4,984,647 | $294,841,864 | |
| 5 | INVH |
Invitation Homes Inc.
|
8,035,347 | $199,678,367 | |
| 6 | UDR |
UDR, Inc.
|
5,693,284 | $192,319,125 | |
| 7 | AMH |
American Homes 4 Rent
|
6,636,510 | $185,291,355 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
543,968 | $131,640,256 |
All Filings in BRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,295 | 4,445 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $211,545 | 14,391 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $294,814 | 18,826 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $223,479 | 14,289 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $335,155 | 19,715 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $686,707 | 38,087 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $380,096 | 21,621 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $166,278 | 9,518 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $413,061 | 24,587 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $300,618 | 16,171 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $159,556 | 9,239 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $264,785 | 13,373 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $186,294 | 9,447 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $253,100 | 12,887 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $144,037 | 7,092 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $137,320 | 6,390 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $256,813 | 10,714 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $463,797 | 19,333 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $242,946 | 12,601 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $315,413 | 18,190 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,126,528 | 66,896 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,048,297 | 68,967 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $570,717 | 48,448 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $718,404 | 66,396 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $825,975 | 80,583 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||