DA
BRT

Denali Advisors’s BRT Apartments BRT Stock Holding History

Denali Advisors’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
2024
Q2 		– Sell
-10,800
Closed -$181K – 220
2024
Q1 		$181K Hold
10,800
– – 0.05% 238
2023
Q4 		$201K Hold
10,800
– – 0.06% 226
2023
Q3 		$187K Buy
10,800
+4,100
+61% +$77.5K 0.07% 232
2023
Q2 		$133K Buy
+6,700
New +$124K 0.05% 249

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Denali Advisors's BRT Position: Q2 2024 in Review

Denali Advisors sold out of BRT Apartments (BRT) in Q2 2024, closing a stake of 10,800 shares — an estimated $181K sold.

Denali Advisors first reported a position in BRT in Q2 2023 and held it in 4 quarters. The position peaked at $201K in Q4 2023. 88 funds tracked by Wall St. Rank hold BRT as of Q2 2024.

  • Denali Advisors reported no remaining BRT Apartments position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 10,800 BRT Apartments shares in Q2 2024, an estimated $181K.
  • Denali Advisors first reported a position in BRT Apartments in Q2 2023 and held it in 4 quarters.
  • Denali Advisors's BRT Apartments position peaked at $201K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.