Invesco
BRT

Invesco’s BRT Apartments BRT Stock Holding History

Invesco’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
2025
Q4 		– Sell
-10,783
Closed -$169K – 3758
2025
Q3 		$169K Sell
10,783
-4,136
-28% -$64.6K ﹤0.01% 3598
2025
Q2 		$233K Sell
14,919
-3,308
-18% -$52K ﹤0.01% 3473
2025
Q1 		$310K Sell
18,227
-5,377
-23% -$94.9K ﹤0.01% 3348
2024
Q4 		$426K Buy
23,604
+261
+1% +$4.74K ﹤0.01% 3302
2024
Q3 		$410K Sell
23,343
-7,847
-25% -$143K ﹤0.01% 3313
2024
Q2 		$545K Sell
31,190
-3,299
-10% -$57.8K ﹤0.01% 3240
2024
Q1 		$579K Buy
+34,489
New +$579K ﹤0.01% 3258
2023
Q1 		– Sell
-19,910
Closed -$391K – 3874
2022
Q4 		$391K Buy
19,910
+2,354
+13% +$48.3K ﹤0.01% 3397
2022
Q3 		$357K Sell
17,556
-2,061
-11% -$47K ﹤0.01% 3432
2022
Q2 		$422K Buy
19,617
+6,573
+50% +$145K ﹤0.01% 3413
2022
Q1 		$313K Sell
13,044
-1,507
-10% -$33.9K ﹤0.01% 3617
2021
Q4 		$349K Sell
14,551
-1,048
-7% -$21K ﹤0.01% 3546
2021
Q3 		$301K Buy
15,599
+1,065
+7% +$19.7K ﹤0.01% 3652
2021
Q2 		$252K Sell
14,534
-2,525
-15% -$45.2K ﹤0.01% 3703
2021
Q1 		$287K Sell
17,059
-8,023
-32% -$131K ﹤0.01% 3569
2020
Q4 		$381K Sell
25,082
-28,866
-54% -$389K ﹤0.01% 3311
2020
Q3 		$636K Sell
53,948
-16,570
-23% -$193K ﹤0.01% 3031
2020
Q2 		$764K Sell
70,518
-679
-1% -$6.92K ﹤0.01% 2931
2020
Q1 		$730K Buy
71,197
+12,824
+22% +$198K ﹤0.01% 2881
2019
Q4 		$991K Buy
58,373
+76
+0.1% +$1.28K ﹤0.01% 3002
2019
Q3 		$850K Sell
58,297
-14,701
-20% -$206K ﹤0.01% 3061
2019
Q2 		$1.03M Sell
72,998
-17,234
-19% -$235K ﹤0.01% 3057
2019
Q1 		$1.25M Buy
90,232
+5,184
+6% +$68.2K ﹤0.01% 2891
2018
Q4 		$974K Sell
85,048
-19,099
-18% -$219K ﹤0.01% 2995
2018
Q3 		$1.25M Buy
104,147
+62,291
+149% +$803K ﹤0.01% 3024
2018
Q2 		$533K Buy
41,856
+29,487
+238% +$366K ﹤0.01% 3401
2018
Q1 		$146K Buy
+12,369
New +$145K ﹤0.01% 3639

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Invesco's BRT Position: Q4 2025 in Review

Invesco sold out of BRT Apartments (BRT) in Q4 2025, closing a stake of 10,783 shares — an estimated $169K sold.

Invesco first reported a position in BRT in Q1 2018 and held it in 27 quarters. The position peaked at $1.25M in Q3 2018. 100 funds tracked by Wall St. Rank hold BRT as of Q4 2025.

  • Invesco reported no remaining BRT Apartments position as of Q4 2025 after selling out during the quarter.
  • Invesco sold 10,783 BRT Apartments shares in Q4 2025, an estimated $169K.
  • Invesco first reported a position in BRT Apartments in Q1 2018 and held it in 27 quarters.
  • Invesco's BRT Apartments position peaked at $1.25M in Q3 2018.
  • 100 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2025.

Based on Invesco's 13F filing for Q4 2025, filed 19 Feb 2026.