CCFM
BRT

Clear Creek Financial Management’s BRT Apartments BRT Stock Holding History

Clear Creek Financial 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 		– Sell
-15,589
Closed -$274K – 475
2024
Q3 		$274K Buy
15,589
+568
+4% +$10.3K 0.03% 366
2024
Q2 		$262K Buy
15,021
+680
+5% +$11.9K 0.03% 361
2024
Q1 		$241K Buy
14,341
+179
+1% +$3.01K 0.03% 366
2023
Q4 		$263K Buy
+14,162
New +$251K 0.04% 278

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

Clear Creek Financial Management's BRT Position: Q4 2024 in Review

Clear Creek Financial Management sold out of BRT Apartments (BRT) in Q4 2024, closing a stake of 15,589 shares — an estimated $274K sold.

Clear Creek Financial Management first reported a position in BRT in Q4 2023 and held it in 4 quarters. The position peaked at $274K in Q3 2024. 93 funds tracked by Wall St. Rank hold BRT as of Q4 2024.

  • Clear Creek Financial Management reported no remaining BRT Apartments position as of Q4 2024 after selling out during the quarter.
  • Clear Creek Financial Management sold 15,589 BRT Apartments shares in Q4 2024, an estimated $274K.
  • Clear Creek Financial Management first reported a position in BRT Apartments in Q4 2023 and held it in 4 quarters.
  • Clear Creek Financial Management's BRT Apartments position peaked at $274K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.