EP
BRT

Essential Partners’s BRT Apartments BRT Stock Holding History

Essential Partners’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 		$999 Buy
65
+54
+491% +$782 ﹤0.01% 2246
2026
Q1 		$147 Buy
11
+10
+1,000% +$145 ﹤0.01% 2661
2025
Q4 		$15 Sell
1
-75
-99% -$1.11K ﹤0.01% 2734
2025
Q3 		$1.19K Buy
+76
New +$1.19K ﹤0.01% 1965

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Essential Partners's BRT Position: Q2 2026 in Review

Essential Partners increased its BRT Apartments (BRT) stake by 491% in Q2 2026, buying an estimated $782 and bringing the position to 65 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Essential Partners first reported a position in BRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19K in Q3 2025. 110 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Essential Partners held 65 shares of BRT Apartments worth $999 as of Q2 2026.
  • Essential Partners bought 54 BRT Apartments shares in Q2 2026, an estimated $782.
  • BRT Apartments made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2246 holding.
  • Essential Partners first reported a position in BRT Apartments in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's BRT Apartments position peaked at $1.19K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.