AF
BRT

Allworth Financial’s BRT Apartments BRT Stock Holding History

Allworth Financial’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
Q1 		$81 Buy
+6
New +$87 ﹤0.01% 5025
2025
Q4 		– Sell
-4
Closed -$63 – 5051
2025
Q3 		$63 Buy
4
+2
+100% +$31 ﹤0.01% 4724
2025
Q2 		$32 Buy
+2
New +$31 ﹤0.01% 4489
2023
Q1 		– Sell
-23
Closed -$452 – 3200
2022
Q4 		$452 Buy
+23
New +$472 ﹤0.01% 2659

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Allworth Financial's BRT Position: Q1 2026 in Review

Allworth Financial opened a new position in BRT Apartments (BRT) in Q1 2026: 6 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #5025 among its holdings. This is a return to the name: Allworth Financial previously reported a position in BRT as recently as Q3 2025.

Allworth Financial first reported a position in BRT in Q4 2022 and has held it in 4 quarters since. The position peaked at $452 in Q4 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Allworth Financial held 6 shares of BRT Apartments worth $81 as of Q1 2026.
  • BRT Apartments was a new Allworth Financial position in Q1 2026.
  • BRT Apartments made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5025 holding.
  • Allworth Financial first reported a position in BRT Apartments in Q4 2022 and has held it in 4 quarters since.
  • Allworth Financial's BRT Apartments position peaked at $452 in Q4 2022.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.