BIG
BRT

Brookwood Investment Group’s BRT Apartments BRT Stock Holding History

Brookwood Investment Group’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 		$330K Buy
21,475
+1,039
+5% +$15.1K 0.04% 384
2026
Q1 		$273K Buy
20,436
+1,216
+6% +$17.6K 0.03% 417
2025
Q4 		$283K Buy
19,220
+2,219
+13% +$32.8K 0.03% 409
2025
Q3 		$266K Buy
17,001
+2,330
+16% +$36.4K 0.03% 394
2025
Q2 		$229K Buy
14,671
+3,778
+35% +$59.4K 0.04% 382
2025
Q1 		$185K Buy
+10,893
New +$192K 0.03% 404

Other funds holding BRT

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return

Brookwood Investment Group's BRT Position: Q2 2026 in Review

Brookwood Investment Group increased its BRT Apartments (BRT) stake by 5.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 21,475 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #384.

Brookwood Investment Group first reported a position in BRT in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Brookwood Investment Group held 21,475 shares of BRT Apartments worth $330K as of Q2 2026.
  • Brookwood Investment Group bought 1,039 BRT Apartments shares in Q2 2026, an estimated $15.1K.
  • BRT Apartments made up 0.04% of Brookwood Investment Group's portfolio in Q2 2026, its #384 holding.
  • Brookwood Investment Group first reported a position in BRT Apartments in Q1 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.