BA
BRT

Bellwether Advisors’s BRT Apartments BRT Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-127
Closed -$1.99K – 195
2025
Q2 		$1.99K Hold
127
– – ﹤0.01% 495
2025
Q1 		$2.16K Hold
127
– – ﹤0.01% 431
2024
Q4 		$2.29K Buy
+127
New +$2.31K ﹤0.01% 438
2023
Q2 		– Sell
-21
Closed -$414 – 135
2023
Q1 		$414 Buy
+21
New +$427 ﹤0.01% 395

Other funds holding BRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
PC
Permanens Capital New York $776M AUM 30.08% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellwether Advisors's BRT Position: Q3 2025 in Review

Bellwether Advisors sold out of BRT Apartments (BRT) in Q3 2025, closing a stake of 127 shares — an estimated $1.99K sold.

Bellwether Advisors first reported a position in BRT in Q1 2023 and held it in 4 quarters. The position peaked at $2.29K in Q4 2024. 97 funds tracked by Wall St. Rank hold BRT as of Q3 2025.

  • Bellwether Advisors reported no remaining BRT Apartments position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 127 BRT Apartments shares in Q3 2025, an estimated $1.99K.
  • Bellwether Advisors first reported a position in BRT Apartments in Q1 2023 and held it in 4 quarters.
  • Bellwether Advisors's BRT Apartments position peaked at $2.29K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.