BWL
OLP

Bogart Wealth LLC’s One Liberty Properties OLP Stock Holding History

Bogart Wealth LLC’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.6K Hold
2,442
– – ﹤0.01% 498
2026
Q1 		$52.4K Hold
2,442
– – ﹤0.01% 480
2025
Q4 		$49.5K Hold
2,442
– – ﹤0.01% 473
2025
Q3 		$54K Hold
2,442
– – ﹤0.01% 440
2025
Q2 		$58.3K Hold
2,442
– – ﹤0.01% 419
2025
Q1 		$64.2K Hold
2,442
– – ﹤0.01% 374
2024
Q4 		$66.5K Hold
2,442
– – ﹤0.01% 361
2024
Q3 		$67.3K Hold
2,442
– – ﹤0.01% 358
2024
Q2 		$57.3K Hold
2,442
– – ﹤0.01% 378
2024
Q1 		$55.2K Hold
2,442
– – ﹤0.01% 364
2023
Q4 		$53.5K Hold
2,442
– – ﹤0.01% 369
2023
Q3 		$46.1K Hold
2,442
– – ﹤0.01% 359
2023
Q2 		$49.6K Hold
2,442
– – ﹤0.01% 331
2023
Q1 		$56K Hold
2,442
– – ﹤0.01% 303
2022
Q4 		$54.3K Hold
2,442
– – ﹤0.01% 295
2022
Q3 		$51K Hold
2,442
– – ﹤0.01% 298
2022
Q2 		$63K Hold
2,442
– – 0.01% 258
2022
Q1 		$75K Buy
+2,442
New +$75.7K 0.01% 237

Other funds holding OLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's OLP Position: Q2 2026 in Review

Bogart Wealth LLC held its One Liberty Properties (OLP) position steady in Q2 2026 at 2,442 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Bogart Wealth LLC first reported a position in OLP in Q1 2022 and has held it in 18 quarters since. The position peaked at $75K in Q1 2022. 136 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

  • Bogart Wealth LLC held 2,442 shares of One Liberty Properties worth $59.6K as of Q2 2026.
  • Bogart Wealth LLC left its One Liberty Properties share count unchanged in Q2 2026.
  • One Liberty Properties made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #498 holding.
  • Bogart Wealth LLC first reported a position in One Liberty Properties in Q1 2022 and has held it in 18 quarters since.
  • Bogart Wealth LLC's One Liberty Properties position peaked at $75K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.