Daiwa Securities Group’s BRT Apartments BRT Stock Holding History

Daiwa Securities 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	$67.9K	Sell	4,417 -64	-1%	-$927	﹤0.01%	1137
2026 Q1	$59.8K	Buy	4,481 +487	+12%	+$7.07K	﹤0.01%	1101
2025 Q4	$59K	Hold	3,994	–	–	﹤0.01%	1095
2025 Q3	$63K	Hold	3,994	–	–	﹤0.01%	1074
2025 Q2	$62K	Buy	3,994 +436	+12%	+$6.85K	﹤0.01%	1043
2025 Q1	$60K	Hold	3,558	–	–	﹤0.01%	1001
2024 Q4	$64K	Hold	3,558	–	–	﹤0.01%	1038
2024 Q3	$63K	Hold	3,558	–	–	﹤0.01%	1043
2024 Q2	$62K	Hold	3,558	–	–	﹤0.01%	1075
2024 Q1	$60K	Hold	3,558	–	–	﹤0.01%	1093
2023 Q4	$66K	Sell	3,558 -76	-2%	-$1.34K	﹤0.01%	1058
2023 Q3	$63K	Hold	3,634	–	–	﹤0.01%	1050
2023 Q2	$72K	Buy	3,634 +449	+14%	+$8.32K	﹤0.01%	1050
2023 Q1	$63K	Hold	3,185	–	–	﹤0.01%	1026
2022 Q4	$63K	Sell	3,185 -36	-1%	-$739	﹤0.01%	1012
2022 Q3	$65K	Sell	3,221 -39	-1%	-$889	﹤0.01%	1047
2022 Q2	$70K	Sell	3,260 -192	-6%	-$4.23K	﹤0.01%	1072
2022 Q1	$83K	Buy	3,452 +163	+5%	+$3.66K	﹤0.01%	1062
2021 Q4	$79K	Buy	3,289 +303	+10%	+$6.06K	﹤0.01%	1047
2021 Q3	$58K	Buy	2,986 +1,638	+122%	+$30.3K	﹤0.01%	1038
2021 Q2	$23K	Hold	1,348	–	–	﹤0.01%	1015
2021 Q1	$23K	Hold	1,348	–	–	﹤0.01%	1005
2020 Q4	$20K	Hold	1,348	–	–	﹤0.01%	983
2020 Q3	$16K	Buy	1,348 +48	+4%	+$558	﹤0.01%	1008
2020 Q2	$13K	Hold	1,300	–	–	﹤0.01%	1051
2020 Q1	$13K	Hold	1,300	–	–	﹤0.01%	1039
2019 Q4	$22K	Hold	1,300	–	–	﹤0.01%	1006
2019 Q3	$19K	Hold	1,300	–	–	﹤0.01%	997
2019 Q2	$18K	Hold	1,300	–	–	﹤0.01%	1017
2019 Q1	$18K	Hold	1,300	–	–	﹤0.01%	996
2018 Q4	$15K	Buy	+1,300	New	+$14.9K	﹤0.01%	981

Other funds holding BRT

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Daiwa Securities Group's BRT Position: Q2 2026 in Review

Daiwa Securities Group reduced its BRT Apartments (BRT) stake by 1.4% in Q2 2026, selling an estimated $927 and leaving 4,417 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Daiwa Securities Group first reported a position in BRT in Q4 2018 and has held it in 31 quarters since. The position peaked at $83K in Q1 2022. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Daiwa Securities Group held 4,417 shares of BRT Apartments worth $67.9K as of Q2 2026.
Daiwa Securities Group sold 64 BRT Apartments shares in Q2 2026, an estimated $927.
BRT Apartments made up ﹤0.01% of Daiwa Securities Group's portfolio in Q2 2026, its #1137 holding.
Daiwa Securities Group first reported a position in BRT Apartments in Q4 2018 and has held it in 31 quarters since.
Daiwa Securities Group's BRT Apartments position peaked at $83K in Q1 2022.
43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Daiwa Securities Group's 13F filing for Q2 2026, filed 31 Jul 2026.