Farther Finance Advisors’s BRT Apartments BRT Stock Holding History

Farther Finance 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	$307	Buy	20 +15	+300%	+$217	﹤0.01%	5629
2026 Q1	$68	Hold	5	–	–	﹤0.01%	5546
2025 Q4	$74	Hold	5	–	–	﹤0.01%	5322
2025 Q3	$78	Sell	5 -8	-62%	-$125	﹤0.01%	4841
2025 Q2	$203	Hold	13	–	–	﹤0.01%	4204
2025 Q1	$216	Hold	13	–	–	﹤0.01%	3940
2024 Q4	$234	Hold	13	–	–	﹤0.01%	3623
2024 Q3	$229	Hold	13	–	–	﹤0.01%	3624
2024 Q2	$223	Buy	13 +8	+160%	+$140	﹤0.01%	3478
2024 Q1	$82	Buy	+5	New	+$84	﹤0.01%	3408

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

Farther Finance Advisors's BRT Position: Q2 2026 in Review

Farther Finance Advisors increased its BRT Apartments (BRT) stake by 300% in Q2 2026, buying an estimated $217 and bringing the position to 20 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #5629.

Farther Finance Advisors first reported a position in BRT in Q1 2024 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Farther Finance Advisors held 20 shares of BRT Apartments worth $307 as of Q2 2026.
Farther Finance Advisors bought 15 BRT Apartments shares in Q2 2026, an estimated $217.
BRT Apartments made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5629 holding.
Farther Finance Advisors first reported a position in BRT Apartments in Q1 2024 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.