Cassady Schiller Wealth Management’s BRT Apartments BRT Stock Holding History

Cassady Schiller Wealth Management’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	$325	Buy	+18	New	+$327	﹤0.01%	1034

Other funds holding BRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Oppenheimer & Close New York $159M AUM 60.56% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cassady Schiller Wealth Management's BRT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in BRT Apartments (BRT) in Q4 2024: 18 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

93 funds tracked by Wall St. Rank hold BRT as of Q4 2024.

Cassady Schiller Wealth Management held 18 shares of BRT Apartments worth $325 as of Q4 2024.
BRT Apartments was a new Cassady Schiller Wealth Management position in Q4 2024.
BRT Apartments made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1034 holding.
93 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.