Geode Capital Management
BRT

Geode Capital Management’s BRT Apartments BRT Stock Holding History

Geode Capital Management’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 		$3.66M Buy
273,990
+535
+0.2% +$7.76K ﹤0.01% 2894
2025
Q4 		$4.02M Sell
273,455
-16,408
-6% -$242K ﹤0.01% 2886
2025
Q3 		$4.54M Buy
289,863
+790
+0.3% +$12.3K ﹤0.01% 2834
2025
Q2 		$4.52M Buy
289,073
+1,837
+0.6% +$28.9K ﹤0.01% 2778
2025
Q1 		$4.88M Buy
287,236
+14,470
+5% +$255K ﹤0.01% 2665
2024
Q4 		$4.92M Sell
272,766
-12,799
-4% -$232K ﹤0.01% 2760
2024
Q3 		$5.02M Sell
285,565
-1,049
-0.4% -$19.1K ﹤0.01% 2757
2024
Q2 		$5.01M Sell
286,614
-1,706
-0.6% -$29.9K ﹤0.01% 2725
2024
Q1 		$4.84M Buy
288,320
+19,422
+7% +$326K ﹤0.01% 2723
2023
Q4 		$5M Buy
268,898
+5,200
+2% +$92K ﹤0.01% 2704
2023
Q3 		$4.55M Buy
263,698
+16,937
+7% +$320K ﹤0.01% 2689
2023
Q2 		$4.89M Buy
246,761
+15,328
+7% +$284K ﹤0.01% 2687
2023
Q1 		$4.56M Buy
231,433
+3,582
+2% +$72.8K ﹤0.01% 2671
2022
Q4 		$4.47M Buy
227,851
+20,611
+10% +$423K ﹤0.01% 2723
2022
Q3 		$4.21M Sell
207,240
-15,831
-7% -$361K ﹤0.01% 2759
2022
Q2 		$4.79M Buy
223,071
+5,368
+2% +$118K ﹤0.01% 2723
2022
Q1 		$5.22M Buy
217,703
+3,730
+2% +$83.8K ﹤0.01% 2776
2021
Q4 		$5.13M Buy
213,973
+4,166
+2% +$83.3K ﹤0.01% 2885
2021
Q3 		$4.04M Buy
209,807
+4,574
+2% +$84.7K ﹤0.01% 3033
2021
Q2 		$3.56M Buy
205,233
+15,786
+8% +$282K ﹤0.01% 3097
2021
Q1 		$3.19M Sell
189,447
-854
-0.4% -$13.9K ﹤0.01% 3010
2020
Q4 		$2.89M Buy
190,301
+5,671
+3% +$76.4K ﹤0.01% 2883
2020
Q3 		$2.17M Buy
184,630
+398
+0.2% +$4.63K ﹤0.01% 2836
2020
Q2 		$1.99M Sell
184,232
-23,971
-12% -$244K ﹤0.01% 2840
2020
Q1 		$2.13M Buy
208,203
+10,843
+5% +$167K ﹤0.01% 2635
2019
Q4 		$3.35M Buy
197,360
+475
+0.2% +$7.99K ﹤0.01% 2696
2019
Q3 		$2.87M Sell
196,885
-58,788
-23% -$823K ﹤0.01% 2720
2019
Q2 		$3.61M Sell
255,673
-10,792
-4% -$147K ﹤0.01% 2598
2019
Q1 		$3.7M Buy
266,465
+6,719
+3% +$88.3K ﹤0.01% 2499
2018
Q4 		$2.97M Buy
259,746
+5,749
+2% +$65.9K ﹤0.01% 2536
2018
Q3 		$3.06M Buy
253,997
+24,368
+11% +$314K ﹤0.01% 2656
2018
Q2 		$2.93M Buy
229,629
+21,318
+10% +$265K ﹤0.01% 2626
2018
Q1 		$2.45M Hold
208,311
– – ﹤0.01% 2655
2017
Q4 		$2.46M Hold
208,311
– – ﹤0.01% 2634
2017
Q3 		$2.23M Hold
208,311
– – ﹤0.01% 2679
2017
Q2 		$1.64M Hold
208,311
– – ﹤0.01% 2842
2017
Q1 		$1.75M Hold
208,311
– – ﹤0.01% 2743
2016
Q4 		$1.71M Hold
208,311
– – ﹤0.01% 2715
2016
Q3 		$1.67M Hold
208,311
– – ﹤0.01% 2666
2016
Q2 		$1.49M Hold
208,311
– – ﹤0.01% 2674
2016
Q1 		$1.45K Hold
208,311
– – ﹤0.01% 2666
2015
Q4 		$1.32M Buy
208,311
+57
+0% +$383 ﹤0.01% 2756
2015
Q3 		$1.48M Hold
208,254
– – ﹤0.01% 2636
2015
Q2 		$1.46M Hold
208,254
– – ﹤0.01% 2686
2015
Q1 		$1.49M Buy
208,254
+183,596
+745% +$1.29M ﹤0.01% 2629
2014
Q4 		$172K Hold
24,658
– – ﹤0.01% 3635
2014
Q3 		$184K Buy
24,658
+10,288
+72% +$74.9K ﹤0.01% 3601
2014
Q2 		$106K Hold
14,370
– – ﹤0.01% 3683
2014
Q1 		$102K Hold
14,370
– – ﹤0.01% 3657
2013
Q4 		$101K Hold
14,370
– – ﹤0.01% 3600
2013
Q3 		$103K Hold
14,370
– – ﹤0.01% 3486
2013
Q2 		$101K Buy
+14,370
New +$104K ﹤0.01% 3423

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
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 $25.9B AUM 26.38% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management's BRT Position: Q1 2026 in Review

Geode Capital Management increased its BRT Apartments (BRT) stake by 0.2% in Q1 2026, buying an estimated $7.76K and bringing the position to 273,990 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

Geode Capital Management first reported a position in BRT in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.22M in Q1 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Geode Capital Management held 273,990 shares of BRT Apartments worth $3.66M as of Q1 2026.
  • Geode Capital Management bought 535 BRT Apartments shares in Q1 2026, an estimated $7.76K.
  • BRT Apartments made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2894 holding.
  • Geode Capital Management first reported a position in BRT Apartments in Q2 2013 and has held it in 52 quarters since.
  • Geode Capital Management's BRT Apartments position peaked at $5.22M in Q1 2022.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.