Cornerstone Planning Group
BRT icon

Cornerstone Planning Group’s BRT Apartments BRT Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-40
Closed -$598 – 374
2026
Q2 		$598 Hold
40
– – ﹤0.01% 1643
2026
Q1 		$579 Buy
+40
New +$580 ﹤0.01% 1603
2025
Q4 		– Sell
-33
Closed -$484 – 1727
2025
Q3 		$484 Hold
33
– – ﹤0.01% 1491
2025
Q2 		$494 Hold
33
– – ﹤0.01% 1300
2025
Q1 		$520 Hold
33
– – ﹤0.01% 1292
2024
Q4 		$576 Hold
33
– – ﹤0.01% 1091
2024
Q3 		$547 Hold
33
– – ﹤0.01% 1069
2024
Q2 		$577 Hold
33
– – ﹤0.01% 1058
2024
Q1 		$610 Buy
+33
New +$554 ﹤0.01% 879

Other funds holding BRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Oppenheimer & Close
Oppenheimer & Close New York $163M AUM 22.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Cornerstone Planning Group's BRT Position: Q3 2026 in Review

Cornerstone Planning Group sold out of BRT Apartments (BRT) in Q3 2026, closing a stake of 40 shares — an estimated $598 sold.

Cornerstone Planning Group first reported a position in BRT in Q1 2024 and held it in 9 quarters. The position peaked at $610 in Q1 2024. 86 funds tracked by Wall St. Rank hold BRT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining BRT Apartments position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 40 BRT Apartments shares in Q3 2026, an estimated $598.
  • Cornerstone Planning Group first reported a position in BRT Apartments in Q1 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's BRT Apartments position peaked at $610 in Q1 2024.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.