HIM
BRT

Hillsdale Investment Management’s BRT Apartments BRT Stock Holding History

Hillsdale Investment 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
2023
Q1 		– Sell
-103,036
Closed -$2.02M – 572
2022
Q4 		$2.02M Sell
103,036
-116,653
-53% -$2.39M 0.17% 159
2022
Q3 		$4.46M Buy
219,689
+56,800
+35% +$1.29M 0.4% 85
2022
Q2 		$3.5M Buy
+162,889
New +$3.59M 0.28% 133
2018
Q3 		– Sell
-93,792
Closed -$1.2M – 479
2018
Q2 		$1.2M Sell
93,792
-20,208
-18% -$251K 0.15% 150
2018
Q1 		$1.34M Buy
+114,000
New +$1.34M 0.19% 91

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Hillsdale Investment Management's BRT Position: Q1 2023 in Review

Hillsdale Investment Management sold out of BRT Apartments (BRT) in Q1 2023, closing a stake of 103,036 shares — an estimated $2.02M sold.

Hillsdale Investment Management first reported a position in BRT in Q1 2018 and held it in 5 quarters. The position peaked at $4.46M in Q3 2022. 86 funds tracked by Wall St. Rank hold BRT as of Q1 2023.

  • Hillsdale Investment Management reported no remaining BRT Apartments position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 103,036 BRT Apartments shares in Q1 2023, an estimated $2.02M.
  • Hillsdale Investment Management first reported a position in BRT Apartments in Q1 2018 and held it in 5 quarters.
  • Hillsdale Investment Management's BRT Apartments position peaked at $4.46M in Q3 2022.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.