Position in BRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,594,210
+$377,236 QoQ
Shares Held
168,784
+1.6% QoQ
Ownership
0.898%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 109 holders
Holding Since
Mar 2023
14 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, 2026STIFEL FINANCIAL CORP holds $105,533,329 across 14 REIT - Residential names. BRT ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
988,616 | $67,156,682 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
69,925 | $9,715,377 | |
| 3 | AVB |
Avalonbay Communities Inc
|
117,644 | $7,947,811 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,382 | $5,943,186 | |
| 5 | CPT |
Camden Property Trust
|
32,161 | $3,682,110 | |
| 6 | BRT |
BRT Apartments Corp.
This page
|
168,784 | $2,594,210 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
32,482 | $2,093,463 | |
| 8 | MRP |
Millrose Properties, Inc.
|
53,857 | $1,618,401 |
All Filings in BRT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,594,210 | 168,784 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||