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 Q2	$907	Buy	59 +53	+883%	+$768	﹤0.01%	4737
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allworth Financial's BRT Position: Q2 2026 in Review

Allworth Financial increased its BRT Apartments (BRT) stake by 883% in Q2 2026, buying an estimated $768 and bringing the position to 59 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #4737.

Allworth Financial first reported a position in BRT in Q4 2022 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Allworth Financial held 59 shares of BRT Apartments worth $907 as of Q2 2026.
Allworth Financial bought 53 BRT Apartments shares in Q2 2026, an estimated $768.
BRT Apartments made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4737 holding.
Allworth Financial first reported a position in BRT Apartments in Q4 2022 and has held it in 5 quarters since.
109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.