CA
BRT

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PC
Permanens Capital New York $776M AUM 30.08% 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 $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Clearstead Advisors's BRT Position: Q1 2026 in Review

Clearstead Advisors sold out of BRT Apartments (BRT) in Q1 2026, closing a stake of 1,213 shares — an estimated $17.8K sold.

Clearstead Advisors first reported a position in BRT in Q2 2025 and held it in 3 quarters. The position peaked at $17.8K in Q4 2025. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Clearstead Advisors reported no remaining BRT Apartments position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 1,213 BRT Apartments shares in Q1 2026, an estimated $17.8K.
  • Clearstead Advisors first reported a position in BRT Apartments in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's BRT Apartments position peaked at $17.8K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.