Position in BRT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,022,875
-$259,504 QoQ
Shares Held
151,640
-2.3% QoQ
Ownership
0.806%
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 91.28198364547613.ToString("F0")%
Shared 8.718016354523872.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, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. BRT ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in BRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,022,875 | 151,640 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,282,379 | 155,264 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,469,471 | 157,693 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,493,983 | 159,462 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,697,577 | 158,681 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,869,292 | 159,140 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,816,543 | 160,213 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,758,230 | 157,884 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,592,775 | 154,332 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,655,765 | 142,860 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,297,788 | 133,051 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,473,750 | 124,937 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,329,896 | 118,149 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,204,763 | 112,259 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,247,868 | 110,678 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,542,157 | 118,295 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,836,442 | 118,333 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,771,228 | 115,516 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,227,148 | 115,516 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,938,612 | 111,800 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,958,003 | 116,271 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,765,069 | 116,123 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $1,224,695 | 103,964 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,024,015 | 94,641 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $874,571 | 85,324 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||