KOC
BRT

Koss-Olinger Consulting’s BRT Apartments BRT Stock Holding History

Koss-Olinger Consulting’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
Q4 		– Sell
-14,591
Closed -$252K – 318
2023
Q3 		$252K Buy
14,591
+2,551
+21% +$48.2K 0.04% 222
2023
Q2 		$238K Buy
12,040
+1,690
+16% +$31.3K 0.03% 221
2023
Q1 		$204K Buy
+10,350
New +$210K 0.03% 234

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Koss-Olinger Consulting's BRT Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of BRT Apartments (BRT) in Q4 2023, closing a stake of 14,591 shares — an estimated $252K sold.

Koss-Olinger Consulting first reported a position in BRT in Q1 2023 and held it in 3 quarters. The position peaked at $252K in Q3 2023. 87 funds tracked by Wall St. Rank hold BRT as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining BRT Apartments position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 14,591 BRT Apartments shares in Q4 2023, an estimated $252K.
  • Koss-Olinger Consulting first reported a position in BRT Apartments in Q1 2023 and held it in 3 quarters.
  • Koss-Olinger Consulting's BRT Apartments position peaked at $252K in Q3 2023.
  • 87 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.