Glassman Wealth Services’s BRT Apartments BRT Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-851	Closed	-$15.8K	–	440
2023 Q4	$15.8K	Hold	851	–	–	﹤0.01%	755
2023 Q3	$14.7K	Hold	851	–	–	﹤0.01%	745
2023 Q2	$16.9K	Hold	851	–	–	﹤0.01%	669
2023 Q1	$16.8K	Hold	851	–	–	﹤0.01%	678
2022 Q4	$16.7K	Hold	851	–	–	﹤0.01%	704
2022 Q3	$17K	Hold	851	–	–	﹤0.01%	657
2022 Q2	$18K	Hold	851	–	–	﹤0.01%	653
2022 Q1	$20K	Hold	851	–	–	﹤0.01%	644
2021 Q4	$20K	Hold	851	–	–	﹤0.01%	604
2021 Q3	$16K	Hold	851	–	–	﹤0.01%	640
2021 Q2	$15K	Hold	851	–	–	﹤0.01%	646
2021 Q1	$14K	Hold	851	–	–	﹤0.01%	619
2020 Q4	$13K	Hold	851	–	–	﹤0.01%	634
2020 Q3	$10K	Hold	851	–	–	﹤0.01%	601
2020 Q2	$9K	Hold	851	–	–	﹤0.01%	510
2020 Q1	$9K	Hold	851	–	–	﹤0.01%	440
2019 Q4	$14K	Hold	851	–	–	0.01%	432
2019 Q3	$12K	Hold	851	–	–	﹤0.01%	417
2019 Q2	$12K	Buy	+851	New	+$11.6K	﹤0.01%	431

Other funds holding BRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Glassman Wealth Services's BRT Position: Q1 2024 in Review

Glassman Wealth Services sold out of BRT Apartments (BRT) in Q1 2024, closing a stake of 851 shares — an estimated $15.8K sold.

Glassman Wealth Services first reported a position in BRT in Q2 2019 and held it in 19 quarters. The position peaked at $20K in Q1 2022. 86 funds tracked by Wall St. Rank hold BRT as of Q1 2024.

Glassman Wealth Services reported no remaining BRT Apartments position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 851 BRT Apartments shares in Q1 2024, an estimated $15.8K.
Glassman Wealth Services first reported a position in BRT Apartments in Q2 2019 and held it in 19 quarters.
Glassman Wealth Services's BRT Apartments position peaked at $20K in Q1 2022.
86 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.