AW
BRT

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avion Wealth's BRT Position: Q2 2026 in Review

Avion Wealth opened a new position in BRT Apartments (BRT) in Q2 2026: 35 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1452 among its holdings. This is a return to the name: Avion Wealth previously reported a position in BRT as recently as Q3 2024.

Avion Wealth first reported a position in BRT in Q2 2024 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Avion Wealth held 35 shares of BRT Apartments worth $0 as of Q2 2026.
  • BRT Apartments was a new Avion Wealth position in Q2 2026.
  • BRT Apartments made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1452 holding.
  • Avion Wealth first reported a position in BRT Apartments in Q2 2024 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.