Avion Wealth’s BRT Apartments BRT Stock Holding History

Avion Wealth’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
2024 Q4	–	Sell	-28	Closed	–	–	1023
2024 Q3	$0	Hold	28	–	–	﹤0.01%	1020
2024 Q2	$0	Buy	+28	New	+$490	﹤0.01%	930

Other funds holding BRT

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avion Wealth's BRT Position: Q4 2024 in Review

Avion Wealth sold out of BRT Apartments (BRT) in Q4 2024, closing a stake of 28 shares.

Avion Wealth first reported a position in BRT in Q2 2024 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 93 funds tracked by Wall St. Rank hold BRT as of Q4 2024.

Avion Wealth reported no remaining BRT Apartments position as of Q4 2024 after selling out during the quarter.
Avion Wealth sold 28 BRT Apartments shares in Q4 2024.
Avion Wealth first reported a position in BRT Apartments in Q2 2024 and held it in 2 quarters.
Avion Wealth's BRT Apartments position peaked at $0 in Q3 2024.
93 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.