Position in BRT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,841,943
+$2,294,974 QoQ
Shares Held
249,964
+115.6% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 110 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $2,101,325,745 across 21 REIT - Residential names. BRT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 4,693,293 | $317,070,414 | |||
| 2 | VMRK |
Vivmark Residential
|
4,505,352 | $306,048,554 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
791,652 | $230,837,798 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,459,843 | $225,361,849 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,559,633 | $216,695,400 | |
| 6 | CPT |
Camden Property Trust
|
1,177,352 | $134,795,023 | |
| 7 | UDR |
UDR, Inc.
|
3,311,671 | $132,201,898 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,049,432 | $132,085,882 |
All Filings in BRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,841,943 | 249,964 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,546,969 | 115,965 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,554,434 | 105,744 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,467,041 | 93,681 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,242,954 | 79,473 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,300,857 | 76,521 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,572,358 | 87,208 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,608,795 | 91,513 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,139,826 | 65,245 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,078,119 | 64,174 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,158,284 | 62,307 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $701,055 | 40,594 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $848,427 | 42,850 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $828,040 | 41,990 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $674,454 | 34,341 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,251,279 | 110,846 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,488,947 | 115,819 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $349,193 | 14,568 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $610,591 | 25,452 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $423,117 | 21,946 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $463,634 | 26,738 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $441,964 | 26,245 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $443,169 | 29,156 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $286,029 | 24,281 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $559,263 | 51,688 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $444,582 | 43,374 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||