CAM
BRT

Concorde Asset Management’s BRT Apartments BRT Stock Holding History

Concorde Asset 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
2022
Q1 		– Sell
-95,326
Closed -$2.29M – 157
2021
Q4 		$2.29M Sell
95,326
-2,145
-2% -$42.9K 1.36% 11
2021
Q3 		$1.88M Buy
97,471
+5,636
+6% +$104K 1.08% 20
2021
Q2 		$1.59M Buy
91,835
+66,583
+264% +$1.19M 0.89% 34
2021
Q1 		$425K Buy
25,252
+14,094
+126% +$230K 0.25% 100
2020
Q4 		$170K Buy
+11,158
New +$150K 0.09% 146

Other funds holding BRT

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Concorde Asset Management's BRT Position: Q1 2022 in Review

Concorde Asset Management sold out of BRT Apartments (BRT) in Q1 2022, closing a stake of 95,326 shares — an estimated $2.29M sold.

Concorde Asset Management first reported a position in BRT in Q4 2020 and held it in 5 quarters. The position peaked at $2.29M in Q4 2021. 87 funds tracked by Wall St. Rank hold BRT as of Q1 2022.

  • Concorde Asset Management reported no remaining BRT Apartments position as of Q1 2022 after selling out during the quarter.
  • Concorde Asset Management sold 95,326 BRT Apartments shares in Q1 2022, an estimated $2.29M.
  • Concorde Asset Management first reported a position in BRT Apartments in Q4 2020 and held it in 5 quarters.
  • Concorde Asset Management's BRT Apartments position peaked at $2.29M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2022.

Based on Concorde Asset Management's 13F filing for Q1 2022, filed 22 Apr 2022.