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
Q2 		$156K Buy
10,152
+76
+0.8% +$1.1K ﹤0.01% 5829
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LPL Financial's BRT Position: Q2 2026 in Review

LPL Financial increased its BRT Apartments (BRT) stake by 0.75% in Q2 2026, buying an estimated $1.1K and bringing the position to 10,152 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #5829.

LPL Financial first reported a position in BRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $204K in Q2 2025. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • LPL Financial held 10,152 shares of BRT Apartments worth $156K as of Q2 2026.
  • LPL Financial bought 76 BRT Apartments shares in Q2 2026, an estimated $1.1K.
  • BRT Apartments made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5829 holding.
  • LPL Financial first reported a position in BRT Apartments in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's BRT Apartments position peaked at $204K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.