IFP Advisors’s BRT Apartments BRT Stock Holding History

IFP Advisors’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 Q2	$11.1K	Buy	722 +22	+3%	+$319	﹤0.01%	3330
2026 Q1	$9.34K	Hold	700	–	–	﹤0.01%	3188
2025 Q4	$10.3K	Hold	700	–	–	﹤0.01%	3053
2025 Q3	$11K	Buy	700 +11	+2%	+$172	﹤0.01%	2863
2025 Q2	$11.1K	Sell	689 -11	-2%	-$173	﹤0.01%	2850
2025 Q1	$11.9K	Hold	700	–	–	﹤0.01%	2522
2024 Q4	$12.6K	Buy	+700	New	+$12.7K	﹤0.01%	2444
2017 Q4	–	Sell	-308	Closed	-$3K	–	3821
2017 Q3	$3K	Hold	308	–	–	﹤0.01%	3590
2017 Q2	$2K	Buy	+308	New	+$2.47K	﹤0.01%	3706
2016 Q1	–	Sell	-5,939	Closed	-$38K	–	2478
2015 Q4	$38K	Buy	+5,939	New	+$39.9K	﹤0.01%	1773

Other funds holding BRT

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

SCM

Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

IFP Advisors's BRT Position: Q2 2026 in Review

IFP Advisors increased its BRT Apartments (BRT) stake by 3.1% in Q2 2026, buying an estimated $319 and bringing the position to 722 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

IFP Advisors first reported a position in BRT in Q4 2015 and has held it in 10 quarters since. The position peaked at $38K in Q4 2015. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

IFP Advisors held 722 shares of BRT Apartments worth $11.1K as of Q2 2026.
IFP Advisors bought 22 BRT Apartments shares in Q2 2026, an estimated $319.
BRT Apartments made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3330 holding.
IFP Advisors first reported a position in BRT Apartments in Q4 2015 and has held it in 10 quarters since.
IFP Advisors's BRT Apartments position peaked at $38K in Q4 2015.
43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.