CPA
BRT

Capital Performance Advisors’s BRT Apartments BRT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-45
Closed -$791 – 532
2024
Q3 		$791 Buy
+45
New +$817 ﹤0.01% 2030

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Capital Performance Advisors's BRT Position: Q4 2024 in Review

Capital Performance Advisors sold out of BRT Apartments (BRT) in Q4 2024, closing a stake of 45 shares — an estimated $791 sold.

Capital Performance Advisors first reported a position in BRT in Q3 2024 and held it in 1 quarter. The position peaked at $791 in Q3 2024. 93 funds tracked by Wall St. Rank hold BRT as of Q4 2024.

  • Capital Performance Advisors reported no remaining BRT Apartments position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 45 BRT Apartments shares in Q4 2024, an estimated $791.
  • Capital Performance Advisors first reported a position in BRT Apartments in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's BRT Apartments position peaked at $791 in Q3 2024.
  • 93 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.