AAS
BRT

Avantax Advisory Services’s BRT Apartments BRT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$315K Sell
20,130
-1,429
-7% -$22.5K ﹤0.01% 1870
2025
Q1 		$367K Buy
21,559
+157
+0.7% +$2.77K ﹤0.01% 1700
2024
Q4 		$386K Buy
21,402
+157
+0.7% +$2.85K ﹤0.01% 1619
2024
Q3 		$373K Sell
21,245
-34
-0.2% -$618 ﹤0.01% 1603
2024
Q2 		$372K Buy
21,279
+183
+0.9% +$3.2K ﹤0.01% 1557
2024
Q1 		$354K Sell
21,096
-9,536
-31% -$160K ﹤0.01% 1213
2023
Q4 		$569K Sell
30,632
-13,932
-31% -$246K 0.01% 930
2023
Q3 		$770K Sell
44,564
-14,896
-25% -$282K 0.01% 776
2023
Q2 		$1.18M Sell
59,460
-223,322
-79% -$4.14M 0.01% 628
2023
Q1 		$5.58M Buy
282,782
+18,972
+7% +$386K 0.07% 224
2022
Q4 		$5.18M Buy
263,810
+11,775
+5% +$242K 0.07% 218
2022
Q3 		$5.12M Buy
252,035
+16,393
+7% +$374K 0.08% 194
2022
Q2 		$5.06M Buy
235,642
+26,160
+12% +$576K 0.08% 197
2022
Q1 		$5.03M Sell
209,482
-11,037
-5% -$248K 0.07% 210
2021
Q4 		$5.29M Buy
220,519
+22,244
+11% +$445K 0.08% 189
2021
Q3 		$3.82M Buy
198,275
+29,224
+17% +$541K 0.06% 220
2021
Q2 		$2.93M Buy
169,051
+37,780
+29% +$676K 0.05% 263
2021
Q1 		$2.21M Buy
131,271
+19,887
+18% +$324K 0.05% 270
2020
Q4 		$1.7M Sell
111,384
-21,492
-16% -$289K 0.04% 296
2020
Q3 		$1.56M Buy
132,876
+59,935
+82% +$697K 0.03% 411
2020
Q2 		$785K Buy
72,941
+42,739
+142% +$436K 0.02% 384
2020
Q1 		$310K Buy
+30,202
New +$466K 0.01% 561

Other funds holding BRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's BRT Position: Q2 2025 in Review

Avantax Advisory Services reduced its BRT Apartments (BRT) stake by 6.6% in Q2 2025, selling an estimated $22.5K and leaving 20,130 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Avantax Advisory Services first reported a position in BRT in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.58M in Q1 2023. 92 funds tracked by Wall St. Rank hold BRT as of Q2 2025.

  • Avantax Advisory Services held 20,130 shares of BRT Apartments worth $315K as of Q2 2025.
  • Avantax Advisory Services sold 1,429 BRT Apartments shares in Q2 2025, an estimated $22.5K.
  • BRT Apartments made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1870 holding.
  • Avantax Advisory Services first reported a position in BRT Apartments in Q1 2020 and has held it in 22 quarters since.
  • Avantax Advisory Services's BRT Apartments position peaked at $5.58M in Q1 2023.
  • 92 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.