Fidelity Investments
BRT

Fidelity Investments’s BRT Apartments BRT Stock Holding History

Fidelity Investments’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
Q1 		$70.1K Buy
5,252
+3,105
+145% +$45.1K ﹤0.01% 3962
2025
Q4 		$31.6K Buy
2,147
+1,433
+201% +$21.2K ﹤0.01% 4296
2025
Q3 		$11.2K Buy
714
+84
+13% +$1.31K ﹤0.01% 4573
2025
Q2 		$9.85K Sell
630
-120
-16% -$1.89K ﹤0.01% 4531
2025
Q1 		$12.8K Sell
750
-192
-20% -$3.39K ﹤0.01% 4406
2024
Q4 		$17K Sell
942
-40
-4% -$726 ﹤0.01% 4249
2024
Q3 		$17.3K Buy
982
+89
+10% +$1.62K ﹤0.01% 4241
2024
Q2 		$15.6K Buy
893
+75
+9% +$1.31K ﹤0.01% 4158
2024
Q1 		$13.7K Sell
818
-147
-15% -$2.47K ﹤0.01% 4166
2023
Q4 		$17.9K Sell
965
-511
-35% -$9.04K ﹤0.01% 4002
2023
Q3 		$25.5K Sell
1,476
-471
-24% -$8.9K ﹤0.01% 3683
2023
Q2 		$38.6K Buy
1,947
+1,015
+109% +$18.8K ﹤0.01% 3565
2023
Q1 		$18.4K Buy
932
+349
+60% +$7.1K ﹤0.01% 3879
2022
Q4 		$11.4K Sell
583
-24
-4% -$493 ﹤0.01% 3962
2022
Q3 		$12K Buy
607
+54
+10% +$1.23K ﹤0.01% 4007
2022
Q2 		$12K Hold
553
– – ﹤0.01% 4046
2022
Q1 		$13K Buy
+553
New +$12.4K ﹤0.01% 4148

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PC
Permanens Capital New York $776M AUM 30.08% 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 $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Fidelity Investments's BRT Position: Q1 2026 in Review

Fidelity Investments increased its BRT Apartments (BRT) stake by 145% in Q1 2026, buying an estimated $45.1K and bringing the position to 5,252 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3962.

Fidelity Investments first reported a position in BRT in Q1 2022 and has held it in 17 quarters since. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Fidelity Investments held 5,252 shares of BRT Apartments worth $70.1K as of Q1 2026.
  • Fidelity Investments bought 3,105 BRT Apartments shares in Q1 2026, an estimated $45.1K.
  • BRT Apartments made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3962 holding.
  • Fidelity Investments first reported a position in BRT Apartments in Q1 2022 and has held it in 17 quarters since.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.