Position in BRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,253,670
+$230,795 QoQ
Shares Held
146,628
-3.3% QoQ
Ownership
0.780%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,726 across 18 REIT - Residential names. BRT ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 5,956,240 | $402,392,856 | |||
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in BRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,253,670 | 146,628 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||