Position in BRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,216,974
-$273,059 QoQ
Shares Held
166,190
-1.9% QoQ
Ownership
0.883%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 99.85739214152476.ToString("F0")%
Shared 0.ToString("F0")%
None 0.14260785847523919.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. BRT ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
This page
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in BRT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,216,974 | 166,190 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,490,033 | 169,390 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,097,970 | 133,970 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,037,172 | 130,254 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,180,301 | 128,253 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,266,821 | 125,725 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,254,406 | 128,237 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,301,445 | 131,737 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,521,021 | 90,537 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,841,097 | 99,037 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,693,098 | 98,037 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,941,132 | 98,037 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,805,109 | 91,537 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||