LPL Financial
BRT

LPL Financial’s BRT Apartments BRT Stock Holding History

LPL Financial’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
Q1 		$134K Buy
+10,076
New +$146K ﹤0.01% 5607
2025
Q4 		– Sell
-12,321
Closed -$193K – 5893
2025
Q3 		$193K Sell
12,321
-742
-6% -$11.6K ﹤0.01% 5355
2025
Q2 		$204K Buy
+13,063
New +$205K ﹤0.01% 5075

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

LPL Financial's BRT Position: Q1 2026 in Review

LPL Financial opened a new position in BRT Apartments (BRT) in Q1 2026: 10,076 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #5607 among its holdings. This is a return to the name: LPL Financial previously reported a position in BRT as recently as Q3 2025.

LPL Financial first reported a position in BRT in Q2 2025 and has held it in 3 quarters since. The position peaked at $204K in Q2 2025. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • LPL Financial held 10,076 shares of BRT Apartments worth $134K as of Q1 2026.
  • BRT Apartments was a new LPL Financial position in Q1 2026.
  • BRT Apartments made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5607 holding.
  • LPL Financial first reported a position in BRT Apartments in Q2 2025 and has held it in 3 quarters since.
  • LPL Financial's BRT Apartments position peaked at $204K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.