C
BRT

Covestor’s BRT Apartments BRT Stock Holding History

Covestor’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
2025
Q2 		– Sell
-26
Closed – – 2226
2025
Q1 		$0 Sell
26
-1
-4% -$18 ﹤0.01% 2239
2024
Q4 		$0 Buy
+27
New +$490 ﹤0.01% 2250
2024
Q3 		– Sell
-5,396
Closed -$94K – 2237
2024
Q2 		$94K Sell
5,396
-27
-0.5% -$473 0.06% 525
2024
Q1 		$91K Buy
5,423
+27
+0.5% +$453 0.06% 603
2023
Q4 		$100K Sell
5,396
-1
-0% -$18 0.07% 497
2023
Q3 		$93K Sell
5,397
-32
-0.6% -$605 0.07% 456
2023
Q2 		$108K Buy
5,429
+2,773
+104% +$51.4K 0.08% 388
2023
Q1 		$52K Buy
2,656
+1,099
+71% +$22.4K 0.05% 697
2022
Q4 		$31K Buy
1,557
+1,554
+51,800% +$31.9K 0.03% 898
2022
Q3 		$0 Buy
+3
New +$68 ﹤0.01% 2014

Other funds holding BRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Covestor's BRT Position: Q2 2025 in Review

Covestor sold out of BRT Apartments (BRT) in Q2 2025, closing a stake of 26 shares.

Covestor first reported a position in BRT in Q3 2022 and held it in 10 quarters. The position peaked at $108K in Q2 2023. 92 funds tracked by Wall St. Rank hold BRT as of Q2 2025.

  • Covestor reported no remaining BRT Apartments position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 26 BRT Apartments shares in Q2 2025.
  • Covestor first reported a position in BRT Apartments in Q3 2022 and held it in 10 quarters.
  • Covestor's BRT Apartments position peaked at $108K in Q2 2023.
  • 92 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.