Position in BRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,546,969
-$7,465 QoQ
Shares Held
115,965
+9.7% QoQ
Ownership
0.616%
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 81.45733626525245.ToString("F0")%
Shared 0.ToString("F0")%
None 18.542663734747553.ToString("F0")%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $1,847,412,028 across 22 REIT - Residential names. BRT ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,665,936 | $272,130,636 | |
| 2 | EQR |
Equity Residential
|
4,481,129 | $265,058,772 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
840,702 | $203,449,884 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,598,100 | $195,159,964 | |
| 5 | INVH |
Invitation Homes Inc.
|
6,842,806 | $170,043,722 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
2,136,556 | $133,363,815 | |
| 7 | CPT |
Camden Property Trust
|
1,317,234 | $128,641,066 | |
| 8 | UDR |
UDR, Inc.
|
3,542,003 | $119,648,853 |
All Filings in BRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||