CPG
BRT

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
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

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Cornerstone Planning Group's BRT Position: Q2 2026 in Review

Cornerstone Planning Group held its BRT Apartments (BRT) position steady in Q2 2026 at 40 shares worth $598. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Cornerstone Planning Group first reported a position in BRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $610 in Q1 2024. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Cornerstone Planning Group held 40 shares of BRT Apartments worth $598 as of Q2 2026.
  • Cornerstone Planning Group left its BRT Apartments share count unchanged in Q2 2026.
  • BRT Apartments made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1643 holding.
  • Cornerstone Planning Group first reported a position in BRT Apartments in Q1 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's BRT Apartments position peaked at $610 in Q1 2024.
  • 43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.