Bank of Montreal
BRT

Bank of Montreal’s BRT Apartments BRT Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-242
Closed -$4K – 3812
2021
Q1 		$4K Sell
242
-1,341
-85% -$21.9K ﹤0.01% 4699
2020
Q4 		$23K Buy
1,583
+1,096
+225% +$14.8K ﹤0.01% 4350
2020
Q3 		$6K Sell
487
-266
-35% -$3.09K ﹤0.01% 4327
2020
Q2 		$8K Buy
+753
New +$7.68K ﹤0.01% 4253
2020
Q1 		– Sell
-1,261
Closed -$21K – 4134
2019
Q4 		$21K Buy
1,261
+406
+47% +$6.83K ﹤0.01% 4285
2019
Q3 		$12K Sell
855
-56
-6% -$784 ﹤0.01% 4343
2019
Q2 		$13K Buy
911
+864
+1,838% +$11.8K ﹤0.01% 4401
2019
Q1 		$1K Sell
47
-88
-65% -$1.16K ﹤0.01% 4194
2018
Q4 		$2K Buy
135
+72
+114% +$825 ﹤0.01% 4346
2018
Q3 		$1K Buy
63
+4
+7% +$52 ﹤0.01% 4489
2018
Q2 		$1K Buy
+59
New +$732 ﹤0.01% 4493
2016
Q2 		– Sell
-730
Closed -$5K – 4091
2016
Q1 		$5K Hold
730
– – ﹤0.01% 3777
2015
Q4 		$5K Hold
730
– – ﹤0.01% 3777
2015
Q3 		$5K Hold
730
– – ﹤0.01% 3632
2015
Q2 		$5K Sell
730
-725
-50% -$5.06K ﹤0.01% 3622
2015
Q1 		$10K Hold
1,455
– – ﹤0.01% 3488
2014
Q4 		$10K Hold
1,455
– – ﹤0.01% 3543
2014
Q3 		$11K Hold
1,455
– – ﹤0.01% 3624
2014
Q2 		$11K Hold
1,455
– – ﹤0.01% 3818
2014
Q1 		$10K Hold
1,455
– – ﹤0.01% 3670
2013
Q4 		$10K Hold
1,455
– – ﹤0.01% 3398
2013
Q3 		$10K Hold
1,455
– – ﹤0.01% 3419
2013
Q2 		$10K Buy
+1,455
New +$10.5K ﹤0.01% 3285

Other funds holding BRT

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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

Bank of Montreal's BRT Position: Q2 2021 in Review

Bank of Montreal sold out of BRT Apartments (BRT) in Q2 2021, closing a stake of 242 shares — an estimated $4K sold.

Bank of Montreal first reported a position in BRT in Q2 2013 and held it in 23 quarters. The position peaked at $23K in Q4 2020. 74 funds tracked by Wall St. Rank hold BRT as of Q2 2021.

  • Bank of Montreal reported no remaining BRT Apartments position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 242 BRT Apartments shares in Q2 2021, an estimated $4K.
  • Bank of Montreal first reported a position in BRT Apartments in Q2 2013 and held it in 23 quarters.
  • Bank of Montreal's BRT Apartments position peaked at $23K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.