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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
Q2 		$309K Buy
20,826
+109
+0.5% +$1.58K 0.14% 163
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Square's BRT Position: Q2 2026 in Review

Capital Square increased its BRT Apartments (BRT) stake by 0.53% in Q2 2026, buying an estimated $1.58K and bringing the position to 20,826 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #163.

Capital Square first reported a position in BRT in Q1 2023 and has held it in 14 quarters since. The position peaked at $520K in Q2 2024. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Capital Square held 20,826 shares of BRT Apartments worth $309K as of Q2 2026.
  • Capital Square bought 109 BRT Apartments shares in Q2 2026, an estimated $1.58K.
  • BRT Apartments made up 0.14% of Capital Square's portfolio in Q2 2026, its #163 holding.
  • Capital Square first reported a position in BRT Apartments in Q1 2023 and has held it in 14 quarters since.
  • Capital Square's BRT Apartments position peaked at $520K in Q2 2024.
  • 109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.