CA
BRT icon

Clearstead Advisors’s BRT Apartments BRT Stock Holding History

Clearstead 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
2026
Q2 		$969 Buy
+63
New +$913 ﹤0.01% 2704
2026
Q1 		– Sell
-1,213
Closed -$17.8K – 2333
2025
Q4 		$17.8K Buy
1,213
+792
+188% +$11.7K ﹤0.01% 1751
2025
Q3 		$6.59K Hold
421
– – ﹤0.01% 2060
2025
Q2 		$6.58K Buy
+421
New +$6.62K ﹤0.01% 2028

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

Clearstead Advisors's BRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in BRT Apartments (BRT) in Q2 2026: 63 shares worth $969. The stake represents ﹤0.01% of the portfolio and ranks #2704 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BRT as recently as Q4 2025.

Clearstead Advisors first reported a position in BRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.8K in Q4 2025. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Clearstead Advisors held 63 shares of BRT Apartments worth $969 as of Q2 2026.
  • BRT Apartments was a new Clearstead Advisors position in Q2 2026.
  • BRT Apartments made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2704 holding.
  • Clearstead Advisors first reported a position in BRT Apartments in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's BRT Apartments position peaked at $17.8K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.