EWA
BRT

EverSource Wealth Advisors’s BRT Apartments BRT Stock Holding History

EverSource Wealth 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
2026
Q2 		$923 Buy
60
+38
+173% +$551 ﹤0.01% 3992
2026
Q1 		$293 Buy
22
+21
+2,100% +$305 ﹤0.01% 4152
2025
Q4 		$15 Sell
1
-9
-90% -$133 ﹤0.01% 4230
2025
Q3 		$157 Buy
10
+5
+100% +$78 ﹤0.01% 4140
2025
Q2 		$78 Sell
5
-3
-38% -$47 ﹤0.01% 4155
2025
Q1 		$136 Buy
+8
New +$141 ﹤0.01% 3769

Other funds holding BRT

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
Boston Partners
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EverSource Wealth Advisors's BRT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its BRT Apartments (BRT) stake by 173% in Q2 2026, buying an estimated $551 and bringing the position to 60 shares worth $923. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

EverSource Wealth Advisors first reported a position in BRT in Q1 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • EverSource Wealth Advisors held 60 shares of BRT Apartments worth $923 as of Q2 2026.
  • EverSource Wealth Advisors bought 38 BRT Apartments shares in Q2 2026, an estimated $551.
  • BRT Apartments made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3992 holding.
  • EverSource Wealth Advisors first reported a position in BRT Apartments in Q1 2025 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.