Position in BRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$968
-$16,863 QoQ
Shares Held
63
-94.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 110 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,227,253 across 18 REIT - Residential names. BRT ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
14,849 | $592,772 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | 2,276 | $153,782 | |||
| 4 | VMRK |
Vivmark Residential
|
1,379 | $93,675 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
129 | $37,615 | |
| 6 | AMH |
American Homes 4 Rent
|
962 | $32,246 | |
| 7 | CPT |
Camden Property Trust
|
234 | $26,790 | |
| 8 | MRP |
Millrose Properties, Inc.
|
802 | $24,100 |
All Filings in BRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968 | 63 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $17,831 | 1,213 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,592 | 421 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,584 | 421 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||