IWC
BRT

Integrated Wealth Concepts’s BRT Apartments BRT Stock Holding History

Integrated Wealth Concepts’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 		$5.67K Buy
+369
New +$5.35K ﹤0.01% 4910

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Integrated Wealth Concepts's BRT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BRT Apartments (BRT) in Q2 2026: 369 shares worth $5.67K. The stake represents ﹤0.01% of the portfolio and ranks #4910 among its holdings.

110 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Integrated Wealth Concepts held 369 shares of BRT Apartments worth $5.67K as of Q2 2026.
  • BRT Apartments was a new Integrated Wealth Concepts position in Q2 2026.
  • BRT Apartments made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4910 holding.
  • 110 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.