PWMAI
BRT

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s BRT Apartments BRT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q4 		– Sell
-850
Closed -$13.3K – 548
2025
Q3 		$13.3K Buy
+850
New +$13.3K ﹤0.01% 386

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BRT Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of BRT Apartments (BRT) in Q4 2025, closing a stake of 850 shares — an estimated $13.3K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BRT in Q3 2025 and held it in 1 quarter. The position peaked at $13.3K in Q3 2025. 100 funds tracked by Wall St. Rank hold BRT as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining BRT Apartments position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 850 BRT Apartments shares in Q4 2025, an estimated $13.3K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BRT Apartments in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BRT Apartments position peaked at $13.3K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.