Kovitz Investment Group Partners
BRT

Kovitz Investment Group Partners’s BRT Apartments BRT Stock Holding History

Kovitz Investment Group Partners’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
-81,620
Closed -$1.28M – 555
2025
Q3 		$1.28M Sell
81,620
-6,290
-7% -$98.2K 0.01% 777
2025
Q2 		$1.37M Sell
87,910
-802
-0.9% -$12.6K 0.01% 721
2025
Q1 		$1.51M Sell
88,712
-310
-0.3% -$5.47K 0.01% 637
2024
Q4 		$1.61M Sell
89,022
-1,653
-2% -$30K 0.01% 616
2024
Q3 		$1.59M Buy
+90,675
New +$1.65M 0.01% 533

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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $36.1B AUM 11.5% 1-Year Est. Return

Kovitz Investment Group Partners's BRT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BRT Apartments (BRT) in Q4 2025, closing a stake of 81,620 shares — an estimated $1.28M sold.

Kovitz Investment Group Partners first reported a position in BRT in Q3 2024 and held it in 5 quarters. The position peaked at $1.61M in Q4 2024. 100 funds tracked by Wall St. Rank hold BRT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BRT Apartments position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 81,620 BRT Apartments shares in Q4 2025, an estimated $1.28M.
  • Kovitz Investment Group Partners first reported a position in BRT Apartments in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's BRT Apartments position peaked at $1.61M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.