Position in BRT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$66,646
-$125,189 QoQ
Shares Held
4,996
-61.7% QoQ
Ownership
0.027%
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 100.ToString("F0")%
Shared 0.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, 2026WELLS FARGO & COMPANY/MN holds $221,840,954 across 21 REIT - Residential names. BRT ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
342,988 | $56,027,088 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
274,556 | $33,528,776 | |
| 3 | AMH |
American Homes 4 Rent
|
806,384 | $22,514,238 | |
| 4 | SUI |
Sun Communities Inc
|
145,092 | $18,275,787 | |
| 5 | CPT |
Camden Property Trust
|
149,819 | $14,631,321 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
60,255 | $14,581,710 | |
| 7 | INVH |
Invitation Homes Inc.
|
573,293 | $14,246,329 | |
| 8 | EQR |
Equity Residential
|
230,241 | $13,618,753 |
All Filings in BRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,646 | 4,996 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $191,835 | 13,050 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $145,089 | 9,265 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $124,149 | 7,938 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $132,685 | 7,805 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $136,504 | 7,571 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $107,800 | 6,132 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $101,499 | 5,810 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $82,320 | 4,900 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $82,167 | 4,420 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $85,468 | 4,949 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $113,730 | 5,744 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $65,845 | 3,339 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $25,551 | 1,301 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $33,125 | 1,631 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,586 | 1,749 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $429,614 | 17,923 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $544,668 | 22,704 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $785,716 | 40,753 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,135 | 2,949 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $312,196 | 18,539 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $624,233 | 41,068 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $357,215 | 30,324 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $317,468 | 29,341 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $297,987 | 29,072 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||