B. Riley Wealth Management’s BRT Apartments BRT Stock Holding History

B. Riley Wealth Management’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
2021 Q1	–	Sell	-59,031	Closed	-$248K	–	439
2020 Q4	$248K	Buy	59,031 +740	+1%	+$9.97K	0.03%	292
2020 Q3	$183K	Buy	+58,291	New	+$678K	0.02%	363
2020 Q2	–	Sell	-56,616	Closed	-$142K	–	441
2020 Q1	$142K	Hold	56,616	–	–	0.01%	463
2019 Q4	$236K	Hold	56,616	–	–	0.04%	332
2019 Q3	$202K	Hold	56,616	–	–	0.04%	342
2019 Q2	$800	Hold	56,616	–	–	0.12%	158
2019 Q1	$193K	Hold	56,616	–	–	0.03%	353
2018 Q4	$648K	Buy	+56,616	New	+$649K	0.14%	162

Other funds holding BRT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

B. Riley Wealth Management's BRT Position: Q1 2021 in Review

B. Riley Wealth Management sold out of BRT Apartments (BRT) in Q1 2021, closing a stake of 59,031 shares — an estimated $248K sold.

B. Riley Wealth Management first reported a position in BRT in Q4 2018 and held it in 8 quarters. The position peaked at $648K in Q4 2018. 68 funds tracked by Wall St. Rank hold BRT as of Q1 2021.

B. Riley Wealth Management reported no remaining BRT Apartments position as of Q1 2021 after selling out during the quarter.
B. Riley Wealth Management sold 59,031 BRT Apartments shares in Q1 2021, an estimated $248K.
B. Riley Wealth Management first reported a position in BRT Apartments in Q4 2018 and held it in 8 quarters.
B. Riley Wealth Management's BRT Apartments position peaked at $648K in Q4 2018.
68 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.