L.J. Altfest & Co’s BRT Apartments BRT Stock Holding History

L.J. Altfest & Co’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	$1.33M	Hold	86,348	–	–	0.13%	116
2026 Q1	$1.15M	Hold	86,348	–	–	0.12%	133
2025 Q4	$1.27M	Hold	86,348	–	–	0.14%	115
2025 Q3	$1.35M	Hold	86,348	–	–	0.15%	104
2025 Q2	$1.35M	Hold	86,348	–	–	0.16%	100
2025 Q1	$1.47M	Hold	86,348	–	–	0.18%	90
2024 Q4	$1.56M	Hold	86,348	–	–	0.2%	84
2024 Q3	$1.52M	Hold	86,348	–	–	0.2%	84
2024 Q2	$1.51M	Hold	86,348	–	–	0.21%	83
2024 Q1	$1.45M	Hold	86,348	–	–	0.21%	81
2023 Q4	$1.6M	Hold	86,348	–	–	0.23%	76
2023 Q3	$1.49M	Hold	86,348	–	–	0.24%	73
2023 Q2	$1.71M	Hold	86,348	–	–	0.26%	65
2023 Q1	$1.7M	Hold	86,348	–	–	0.27%	55
2022 Q4	$1.7M	Hold	86,348	–	–	0.28%	64
2022 Q3	$1.75M	Hold	86,348	–	–	0.33%	47
2022 Q2	$1.86M	Hold	86,348	–	–	0.33%	48
2022 Q1	$2.07M	Hold	86,348	–	–	0.37%	46
2021 Q4	$2.07M	Hold	86,348	–	–	0.4%	51
2021 Q3	$1.67M	Hold	86,348	–	–	0.35%	46
2021 Q2	$1.5M	Hold	86,348	–	–	0.32%	54
2021 Q1	$1.45M	Hold	86,348	–	–	0.34%	57
2020 Q4	$1.31M	Hold	86,348	–	–	0.32%	55
2020 Q3	$1.02M	Hold	86,348	–	–	0.27%	63
2020 Q2	$934K	Hold	86,348	–	–	0.27%	62
2020 Q1	$885K	Sell	86,348 -557	-0.6%	-$8.6K	0.28%	63
2019 Q4	$1.48M	Hold	86,905	–	–	0.37%	44
2019 Q3	$1.27M	Hold	86,905	–	–	0.33%	48
2019 Q2	$1.23M	Hold	86,905	–	–	0.33%	49
2019 Q1	$1.21M	Buy	+86,905	New	+$1.14M	0.29%	52
2018 Q4	–	Sell	-86,905	Closed	-$1.05M	–	159
2018 Q3	$1.05M	Buy	86,905 +54	+0.1%	+$696	0.3%	58
2018 Q2	$1.11M	Buy	86,851 +59	+0.1%	+$732	0.41%	53
2018 Q1	$1.02M	Buy	86,792 +52	+0.1%	+$611	0.44%	54
2017 Q4	$1.02M	Buy	86,740 +59	+0.1%	+$629	0.39%	59
2017 Q3	$929K	Hold	86,681	–	–	0.45%	59
2017 Q2	$681K	Hold	86,681	–	–	0.41%	72
2017 Q1	$720K	Hold	86,681	–	–	0.29%	68
2016 Q4	$710K	Hold	86,681	–	–	0.35%	68
2016 Q3	$693K	Hold	86,681	–	–	0.46%	64
2016 Q2	$620K	Buy	+86,681	New	+$618K	0.43%	67
2015 Q1	–	Sell	-86,681	Closed	-$605K	–	100
2014 Q4	$605K	Hold	86,681	–	–	0.49%	64
2014 Q3	$649K	Hold	86,681	–	–	0.64%	56
2014 Q2	$633K	Buy	86,681 +523	+0.6%	+$3.76K	0.62%	56
2014 Q1	$615K	Hold	86,158	–	–	0.57%	58
2013 Q4	$609K	Buy	+86,158	New	+$608K	0.52%	62

Other funds holding BRT

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 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

VAM

Virtue Asset Management Barrington, Illinois $142M AUM 26.31% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

L.J. Altfest & Co's BRT Position: Q2 2026 in Review

L.J. Altfest & Co held its BRT Apartments (BRT) position steady in Q2 2026 at 86,348 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #116.

L.J. Altfest & Co first reported a position in BRT in Q4 2013 and has held it in 45 quarters since. The position peaked at $2.07M in Q4 2021. 40 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

L.J. Altfest & Co held 86,348 shares of BRT Apartments worth $1.33M as of Q2 2026.
L.J. Altfest & Co left its BRT Apartments share count unchanged in Q2 2026.
BRT Apartments made up 0.13% of L.J. Altfest & Co's portfolio in Q2 2026, its #116 holding.
L.J. Altfest & Co first reported a position in BRT Apartments in Q4 2013 and has held it in 45 quarters since.
L.J. Altfest & Co's BRT Apartments position peaked at $2.07M in Q4 2021.
40 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.