Capital Square’s BRT Apartments BRT Stock Holding History

Capital Square’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 Q1	$295K	Buy	20,717 +439	+2%	+$6.37K	0.14%	159
2025 Q4	$298K	Sell	20,278 -8,143	-29%	-$120K	0.15%	144
2025 Q3	$445K	Sell	28,421 -619	-2%	-$9.67K	0.23%	104
2025 Q2	$454K	Buy	29,040 +584	+2%	+$9.18K	0.24%	104
2025 Q1	$484K	Buy	28,456 +1	+0%	+$18	0.28%	95
2024 Q4	$483K	Buy	28,455 +375	+1%	+$6.81K	0.27%	98
2024 Q3	$494K	Hold	28,080	–	–	0.3%	93
2024 Q2	$520K	Buy	28,080 +526	+2%	+$9.21K	0.34%	85
2024 Q1	$463K	Sell	27,554 -106	-0.4%	-$1.78K	0.33%	86
2023 Q4	$514K	Buy	27,660 +1,973	+8%	+$34.9K	0.58%	52
2023 Q3	$446K	Buy	25,687 +3,455	+16%	+$65.3K	0.6%	47
2023 Q2	$440K	Buy	22,232 +1,894	+9%	+$35.1K	0.41%	70
2023 Q1	$382K	Buy	+20,338	New	+$414K	0.35%	75

Other funds holding BRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Capital Square's BRT Position: Q1 2026 in Review

Capital Square increased its BRT Apartments (BRT) stake by 2.2% in Q1 2026, buying an estimated $6.37K and bringing the position to 20,717 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #159.

Capital Square first reported a position in BRT in Q1 2023 and has held it in 13 quarters since. The position peaked at $520K in Q2 2024. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

Capital Square held 20,717 shares of BRT Apartments worth $295K as of Q1 2026.
Capital Square bought 439 BRT Apartments shares in Q1 2026, an estimated $6.37K.
BRT Apartments made up 0.14% of Capital Square's portfolio in Q1 2026, its #159 holding.
Capital Square first reported a position in BRT Apartments in Q1 2023 and has held it in 13 quarters since.
Capital Square's BRT Apartments position peaked at $520K in Q2 2024.
105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.