DWA
BRT

Dorsey Wright & Associates’s BRT Apartments BRT Stock Holding History

Dorsey Wright & Associates’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
2023
Q4 		– Sell
-1,204
Closed -$20.8K – 152
2023
Q3 		$20.8K Sell
1,204
-42
-3% -$794 0.01% 245
2023
Q2 		$24.7K Buy
1,246
+126
+11% +$2.34K 0.01% 216
2023
Q1 		$22.1K Sell
1,120
-126
-10% -$2.56K 0.01% 212
2022
Q4 		$24.5K Buy
+1,246
New +$25.6K 0.01% 224
2022
Q2 		$44K Sell
2,044
-126
-6% -$2.78K 0.01% 164
2022
Q1 		$52K Buy
+2,170
New +$48.8K 0.01% 185
2020
Q2 		– Sell
-629
Closed -$6K – 317
2020
Q1 		$6K Buy
+629
New +$9.71K ﹤0.01% 237

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 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dorsey Wright & Associates's BRT Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of BRT Apartments (BRT) in Q4 2023, closing a stake of 1,204 shares — an estimated $20.8K sold.

Dorsey Wright & Associates first reported a position in BRT in Q1 2020 and held it in 7 quarters. The position peaked at $52K in Q1 2022. 87 funds tracked by Wall St. Rank hold BRT as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining BRT Apartments position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,204 BRT Apartments shares in Q4 2023, an estimated $20.8K.
  • Dorsey Wright & Associates first reported a position in BRT Apartments in Q1 2020 and held it in 7 quarters.
  • Dorsey Wright & Associates's BRT Apartments position peaked at $52K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.