Advisory Services Network’s BRT Apartments BRT Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-3,500	Closed	-$69K	–	1729
2023 Q1	$69K	Hold	3,500	–	–	﹤0.01%	1844
2022 Q4	$68.7K	Buy	+3,500	New	+$71.8K	﹤0.01%	1811
2020 Q4	–	Sell	-142	Closed	-$1.91K	–	3319
2020 Q3	$2K	Buy	+142	New	+$1.65K	﹤0.01%	3070

Other funds holding BRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Services Network's BRT Position: Q2 2023 in Review

Advisory Services Network sold out of BRT Apartments (BRT) in Q2 2023, closing a stake of 3,500 shares — an estimated $69K sold.

Advisory Services Network first reported a position in BRT in Q3 2020 and held it in 3 quarters. The position peaked at $69K in Q1 2023. 89 funds tracked by Wall St. Rank hold BRT as of Q2 2023.

Advisory Services Network reported no remaining BRT Apartments position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 3,500 BRT Apartments shares in Q2 2023, an estimated $69K.
Advisory Services Network first reported a position in BRT Apartments in Q3 2020 and held it in 3 quarters.
Advisory Services Network's BRT Apartments position peaked at $69K in Q1 2023.
89 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.