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
2026 Q3	–	Sell	-35	Closed	–	–	1436
2026 Q2	$0	Buy	+35	New	+$507	﹤0.01%	1452
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

Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's BRT Position: Q3 2026 in Review

Avion Wealth sold out of BRT Apartments (BRT) in Q3 2026, closing a stake of 35 shares.

Avion Wealth first reported a position in BRT in Q2 2024 and held it in 3 quarters. The position peaked at $0 in Q2 2026. 63 funds tracked by Wall St. Rank hold BRT as of Q3 2026.

Avion Wealth reported no remaining BRT Apartments position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 35 BRT Apartments shares in Q3 2026.
Avion Wealth first reported a position in BRT Apartments in Q2 2024 and held it in 3 quarters.
Avion Wealth's BRT Apartments position peaked at $0 in Q2 2026.
63 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.