Abacus Planning Group’s BRT Apartments BRT Stock Holding History

Abacus Planning Group’s Portfolio BRT Stock Details BRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$207K	Hold	13,479	–	–	0.03%	247
2026 Q1	$180K	Sell	13,479 -4,021	-23%	-$58.3K	0.02%	256
2025 Q4	$257K	Hold	17,500	–	–	0.03%	215
2025 Q3	$274K	Hold	17,500	–	–	0.04%	204
2025 Q2	$274K	Hold	17,500	–	–	0.04%	195
2025 Q1	$298K	Hold	17,500	–	–	0.05%	165
2024 Q4	$316K	Hold	17,500	–	–	0.06%	161
2024 Q3	$308K	Hold	17,500	–	–	0.06%	162
2024 Q2	$306K	Hold	17,500	–	–	0.06%	156
2024 Q1	$294K	Hold	17,500	–	–	0.06%	153
2023 Q4	$325K	Hold	17,500	–	–	0.07%	139
2023 Q3	$302K	Hold	17,500	–	–	0.07%	137
2023 Q2	$347K	Hold	17,500	–	–	0.08%	125
2023 Q1	$345K	Hold	17,500	–	–	0.09%	122
2022 Q4	$344K	Hold	17,500	–	–	0.09%	124
2022 Q3	$355K	Hold	17,500	–	–	0.11%	120
2022 Q2	$376K	Sell	17,500 -2,500	-13%	-$55.1K	0.11%	119
2022 Q1	$479K	Hold	20,000	–	–	0.13%	118
2021 Q4	$480K	Hold	20,000	–	–	0.13%	116
2021 Q3	$386K	Hold	20,000	–	–	0.12%	120
2021 Q2	$347K	Hold	20,000	–	–	0.11%	125
2021 Q1	$337K	Hold	20,000	–	–	0.11%	125
2020 Q4	$304K	Hold	20,000	–	–	0.09%	127
2020 Q3	$236K	Hold	20,000	–	–	0.09%	134
2020 Q2	$216K	Hold	20,000	–	–	0.09%	139
2020 Q1	$205K	Hold	20,000	–	–	0.1%	133
2019 Q4	$339K	Hold	20,000	–	–	0.16%	116
2019 Q3	$292K	Hold	20,000	–	–	0.14%	123
2019 Q2	$283K	Buy	+20,000	New	+$273K	0.17%	117

Other funds holding BRT

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

SCM

Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

VAM

Virtue Asset Management Barrington, Illinois $142M AUM 26.31% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Abacus Planning Group's BRT Position: Q2 2026 in Review

Abacus Planning Group held its BRT Apartments (BRT) position steady in Q2 2026 at 13,479 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #247.

Abacus Planning Group first reported a position in BRT in Q2 2019 and has held it in 29 quarters since. The position peaked at $480K in Q4 2021. 40 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Abacus Planning Group held 13,479 shares of BRT Apartments worth $207K as of Q2 2026.
Abacus Planning Group left its BRT Apartments share count unchanged in Q2 2026.
BRT Apartments made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #247 holding.
Abacus Planning Group first reported a position in BRT Apartments in Q2 2019 and has held it in 29 quarters since.
Abacus Planning Group's BRT Apartments position peaked at $480K in Q4 2021.
40 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.