Lesa Sroufe & Co’s BRT Apartments BRT Stock Holding History

Lesa Sroufe & 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	$207K	Hold	13,479	–	–	0.15%	64
2026 Q1	$180K	Sell	13,479 -4,021	-23%	-$58.3K	0.12%	66
2025 Q4	$257K	Hold	17,500	–	–	0.19%	60
2025 Q3	$274K	Hold	17,500	–	–	0.22%	58
2025 Q2	$274K	Hold	17,500	–	–	0.25%	58
2025 Q1	$297K	Buy	+17,500	New	+$309K	0.3%	51
2024 Q3	$308K	Hold	17,500	–	–	0.29%	52
2024 Q2	$306K	Hold	17,500	–	–	0.3%	52
2024 Q1	$294K	Hold	17,500	–	–	0.28%	55
2023 Q4	$325K	Hold	17,500	–	–	0.33%	48
2023 Q3	$302K	Hold	17,500	–	–	0.32%	49
2023 Q2	$346K	Hold	17,500	–	–	0.37%	48
2023 Q1	$345K	Hold	17,500	–	–	0.35%	50
2022 Q4	$344K	Hold	17,500	–	–	0.38%	52
2022 Q3	$355K	Buy	+17,500	New	+$399K	0.43%	47
2022 Q1	$444K	Hold	20,000	–	–	0.45%	48
2021 Q4	$480K	Hold	20,000	–	–	0.48%	45
2021 Q3	$386K	Hold	20,000	–	–	0.41%	51
2021 Q2	$347K	Hold	20,000	–	–	0.35%	56
2021 Q1	$337K	Hold	20,000	–	–	0.37%	52
2020 Q4	$304K	Hold	20,000	–	–	0.36%	53
2020 Q3	$236K	Hold	20,000	–	–	0.33%	56
2020 Q2	$216K	Hold	20,000	–	–	0.29%	57
2020 Q1	$205K	Hold	20,000	–	–	0.28%	55
2019 Q4	$339K	Hold	20,000	–	–	0.32%	51
2019 Q3	$292K	Hold	20,000	–	–	0.28%	51
2019 Q2	$283K	Hold	20,000	–	–	0.25%	51
2019 Q1	$278K	Hold	20,000	–	–	0.24%	53
2018 Q4	$229K	Hold	20,000	–	–	0.2%	52
2018 Q3	$241K	Hold	20,000	–	–	0.18%	55
2018 Q2	$255K	Hold	20,000	–	–	0.19%	53
2018 Q1	$235K	Hold	20,000	–	–	0.18%	50
2017 Q4	$236K	Hold	20,000	–	–	0.2%	37
2017 Q3	$214K	Hold	20,000	–	–	0.19%	37
2017 Q2	$157K	Hold	20,000	–	–	0.15%	36
2017 Q1	$166K	Hold	20,000	–	–	0.15%	39
2016 Q4	$164K	Hold	20,000	–	–	0.14%	39
2016 Q3	$160K	Hold	20,000	–	–	0.14%	42
2016 Q2	$143K	Hold	20,000	–	–	0.13%	41
2016 Q1	$139K	Hold	20,000	–	–	0.14%	39
2015 Q4	$127K	Hold	20,000	–	–	0.13%	39
2015 Q3	$142K	Hold	20,000	–	–	0.11%	37
2015 Q2	$141K	Hold	20,000	–	–	0.1%	40
2015 Q1	$143K	Hold	20,000	–	–	0.09%	39
2014 Q4	$140K	Hold	20,000	–	–	0.09%	42
2014 Q3	$150K	Hold	20,000	–	–	0.09%	38
2014 Q2	$148K	Hold	20,000	–	–	0.08%	39
2014 Q1	$143K	Hold	20,000	–	–	0.08%	37
2013 Q4	$141K	Hold	20,000	–	–	0.08%	40
2013 Q3	$143K	Hold	20,000	–	–	0.08%	40
2013 Q2	$140K	Buy	+20,000	New	+$144K	0.08%	42

Other funds holding BRT

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 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

Lesa Sroufe & Co's BRT Position: Q2 2026 in Review

Lesa Sroufe & Co held its BRT Apartments (BRT) position steady in Q2 2026 at 13,479 shares worth $207K. The position accounts for 0.15% of the portfolio, ranked #64.

Lesa Sroufe & Co first reported a position in BRT in Q2 2013 and has held it in 51 quarters since. The position peaked at $480K in Q4 2021. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Lesa Sroufe & Co held 13,479 shares of BRT Apartments worth $207K as of Q2 2026.
Lesa Sroufe & Co left its BRT Apartments share count unchanged in Q2 2026.
BRT Apartments made up 0.15% of Lesa Sroufe & Co's portfolio in Q2 2026, its #64 holding.
Lesa Sroufe & Co first reported a position in BRT Apartments in Q2 2013 and has held it in 51 quarters since.
Lesa Sroufe & Co's BRT Apartments position peaked at $480K in Q4 2021.
43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.