BRT Realty Trust (BRT) Ownership

18.01 ↑0.37 (2.10%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of BRT Realty Trust (BRT), owning a total of 1 million shares. Combined, the top 34 institutional holders of BRT own 33.25% of the company with a total of 6.2 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders increased their combined ownership of BRT by 57 thousand shares. 5 institutions bought 156,249 total additional shares and increased their ownership by an average of 6.84%. However 10 institutions sold 99,010 total shares and decreased their ownership by an average of 5.97%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of BRT Realty Trust increased by a net total of 57,239 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	3.637%	4.027%	684,011	26,479	2024-09-30
Renaissance Technologies Corp	2.100%	-8.182%	394,991	-35,200	2024-09-30
Oppenheimer & Close Inc	1.848%	-0.024%	347,594	-85	2024-09-30
Geode Capital Management, LLC	1.519%	-0.366%	285,565	-1,049	2024-09-30
State Street Corp	1.299%	0.643%	244,355	1,561	2024-09-30
State of New Jersey Common Pension Fd D	0.926%	0.000%	174,132	0	2024-09-30
First Manhattan Co. LLC	0.854%	28.075%	160,600	35,205	2024-09-30
Dimensional Fund Advisors, Inc.	0.852%	1.475%	160,213	2,329	2024-09-30
Northern Trust Corp	0.696%	-0.347%	130,891	-456	2024-09-30
Stifel Financial Corp	0.682%	-2.657%	128,237	-3,500	2024-09-30
Bard Associates Inc	0.636%	-1.075%	119,652	-1,300	2024-09-30
Boston Partners Global Investors, Inc	0.590%	-8.012%	110,950	-9,663	2024-09-30
Morgan Stanley - Brokerage Accounts	0.487%	-29.870%	91,513	-38,977	2024-09-30
Kovitz Investment Group Partners, LLC	0.482%	0.000%	90,675	90,675	2024-09-30
Bank of New York Mellon Corp	0.473%	-8.593%	88,922	-8,359	2024-09-30
Altfest L J & Co Inc	0.459%	0.000%	86,348	0	2024-09-30
Prudential Financial Inc	0.409%	0.000%	76,825	0	2024-09-30
Albert D Mason Inc	0.364%	-0.612%	68,363	-421	2024-09-30
Silverberg Bernstein Capital Management LLC	0.351%	0.000%	66,084	0	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	5.183%	-1.504%	974,643	-14,881	2024-06-30
Vanguard Group Inc	3.637%	4.027%	684,011	26,479	2024-09-30
Renaissance Technologies Corp	2.100%	-8.182%	394,991	-35,200	2024-09-30
Oppenheimer & Close Inc	1.848%	-0.024%	347,594	-85	2024-09-30
T. Rowe Price Investment Management,Inc.	1.737%	0.000%	311,281	311,281	2023-03-31
Geode Capital Management, LLC	1.519%	-0.366%	285,565	-1,049	2024-09-30
H D Vest Advisory Services	1.578%	7.192%	282,782	18,972	2023-03-31
State Street Corporation	1.364%	5.071%	254,173	12,266	2024-03-31
State Street Corp	1.299%	0.643%	244,355	1,561	2024-09-30
State of New Jersey Common Pension Fd D	0.926%	0.000%	174,132	0	2024-09-30
First Manhattan Co. LLC	0.854%	28.075%	160,600	35,205	2024-09-30
Dimensional Fund Advisors, Inc.	0.852%	1.475%	160,213	2,329	2024-09-30
First Manhattan Company	0.760%	0.087%	143,943	125	2022-09-30
Northern Trust Corp	0.696%	-0.347%	130,891	-456	2024-09-30
Stifel Financial Corp	0.682%	-2.657%	128,237	-3,500	2024-09-30
Bard Associates Inc	0.636%	-1.075%	119,652	-1,300	2024-09-30
Boston Partners Global Investors, Inc	0.590%	-8.012%	110,950	-9,663	2024-09-30
Hillsdale Investment Management Inc.	0.537%	-53.099%	103,036	-116,653	2022-12-31
Morgan Stanley - Brokerage Accounts	0.487%	-29.870%	91,513	-38,977	2024-09-30
Kovitz Investment Group Partners, LLC	0.482%	0.000%	90,675	90,675	2024-09-30
Bank of New York Mellon Corp	0.473%	-8.593%	88,922	-8,359	2024-09-30
Relative Value Partners Group LLC	0.469%	-27.497%	87,493	-33,182	2024-03-31
Altfest L J & Co Inc	0.459%	0.000%	86,348	0	2024-09-30
AQR Capital Management LLC	0.421%	-32.315%	78,855	-37,648	2023-12-31
Prudential Financial Inc	0.409%	0.000%	76,825	0	2024-09-30
Allspring Global Investments Holdings, LLC	0.384%	3.038%	73,423	2,165	2022-12-31
Ameriprise Financial Inc	0.399%	-1.822%	71,901	-1,334	2022-09-30
Man Group PLC	0.407%	17.080%	71,714	10,462	2023-12-31
Charles Schwab Investment Management Inc	0.381%	-39.005%	70,898	-45,337	2023-09-30
Millennium Management LLC	0.376%	7.731%	69,951	5,020	2023-09-30
Albert D Mason Inc	0.364%	-0.612%	68,363	-421	2024-09-30
Silverberg Bernstein Capital Management LLC	0.351%	0.000%	66,084	0	2024-09-30
Cowen Prime Advisors LLC	0.336%	0.000%	63,344	0	2023-06-30
Clarivest Asset Management LLC	0.252%	2.875%	44,767	1,251	2024-06-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of BRT Realty Trust (BRT), owning a total of 433 thousand shares. Combined, the top 39 mutual fund holders of BRT own 19.97% of the company with a total of 3.7 million shares.

In the latest ownership report on November 30th 2024, the top 39 fund holders increased their combined ownership of BRT by 495 thousand shares. 4 funds bought 511,205 total additional shares and increased their ownership by an average of 1.98%. However 1 funds sold 16,152 total shares and decreased their ownership by an average of 4.87%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding BRT Realty Trust increased by a net total of 495,053 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	2.301%	0.000%	432,743	432,743	2024-11-30
iShares Russell 2000 ETF	1.825%	0.000%	343,140	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	1.678%	-4.869%	315,570	-16,152	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.207%	1.462%	226,982	3,271	2024-11-30
iShares Russell 2000 Value ETF	0.615%	0.000%	115,648	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.400%	0.000%	75,237	0	2024-11-30
Vanguard Real Estate II Index	0.382%	0.000%	71,899	71,899	2024-11-30
Vanguard Russell 2000 ETF	0.288%	6.463%	54,226	3,292	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.258%	0.000%	48,588	0	2024-11-30
iShares Residential & Multisector RE ETF	0.153%	0.000%	28,805	0	2024-11-30
iShares Core US REIT ETF	0.148%	0.000%	27,880	0	2024-11-30
Schwab Small Cap Index	0.144%	0.000%	27,032	0	2024-11-30
iShares Micro-Cap ETF	0.137%	0.000%	25,727	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	2.301%	0.000%	432,743	432,743	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.014%	0.236%	356,243	839	2023-03-31
iShares Russell 2000 ETF	1.825%	0.000%	343,140	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	1.678%	-4.869%	315,570	-16,152	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.207%	1.462%	226,982	3,271	2024-11-30
T. Rowe Price Small-Cap Value	1.124%	0.000%	215,500	215,500	2023-03-31
Vanguard Extended Market Index Investor	0.902%	0.000%	170,142	0	2023-08-31
Fidelity Small Cap Index	0.702%	-0.472%	132,039	-626	2024-09-30
Fidelity® Small Cap Index	0.705%	0.000%	131,076	0	2023-10-31
iShares Russell 2000 Value ETF	0.615%	0.000%	115,648	0	2024-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.468%	0.000%	89,800	89,800	2023-03-31
Boston Partners Small Cap Value II Inv	0.473%	-6.249%	88,990	-5,932	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.400%	0.000%	75,237	0	2024-11-30
Fidelity Extended Market Index	0.385%	-2.194%	72,321	-1,622	2024-10-31
Vanguard Real Estate II Index	0.382%	0.000%	71,899	71,899	2024-11-30
Fidelity® Extended Market Index	0.359%	0.000%	66,833	0	2023-11-30
DFA Real Estate Securities I	0.315%	-3.733%	59,313	-2,300	2024-10-31
Vanguard Russell 2000 ETF	0.288%	6.463%	54,226	3,292	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.258%	0.000%	48,588	0	2024-11-30
State St Russell Sm Cap® Indx NL Cl C	0.252%	9.680%	47,588	4,200	2023-09-30
DFA Global Real Estate Securities Port	0.235%	0.000%	44,217	0	2024-10-31
DWS Small Mid Cap Value VIP A	0.217%	0.000%	38,543	0	2024-07-31
Schwab Small-Cap Equity	0.205%	-54.343%	38,090	-45,337	2023-09-30
WisdomTree US SmallCap Dividend ETF	0.192%	0.167%	36,051	60	2024-11-29
EAM Ultra Micro Cap	0.189%	-31.701%	35,791	-16,612	2022-09-30
Acuitas US Microcap Strategy	0.190%	0.000%	35,700	0	2024-03-31
Northern Small Cap Value	0.201%	0.000%	35,026	0	2023-12-31
NT R2000 Value Index Fund - NL	0.192%	-3.488%	34,171	-1,235	2023-12-31
BlackRock Extended Mkt Composite	0.182%	0.621%	33,857	209	2023-09-30
RBR Reits USDólar Master BDRNível I FIA	0.172%	-7.189%	32,919	-2,550	2023-02-28
Schwab Global Real Estate	0.156%	0.000%	29,600	0	2022-12-31
BlackRock Extended Equity Market K	0.155%	-0.041%	29,200	-12	2024-09-30
iShares Residential & Multisector RE ETF	0.153%	0.000%	28,805	0	2024-11-30
SEI GMF US Small Coms USD Instl+ H Acc	0.160%	-9.434%	28,800	-3,000	2022-10-31
iShares Core US REIT ETF	0.148%	0.000%	27,880	0	2024-11-30
Schwab Small Cap Index	0.144%	0.000%	27,032	0	2024-11-30
NT R2000 Index Fund - NL	0.143%	-1.509%	26,885	-412	2024-09-30
NT R2000 Index Fund - DC - NL - 2	0.143%	-3.733%	26,719	-1,036	2023-12-31
iShares Micro-Cap ETF	0.137%	0.000%	25,727	0	2024-11-30