Marshall Wace’s BRT Apartments BRT Stock Holding History

Marshall Wace’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	–	Sell	-20,648	Closed	-$304K	–	3213
2025 Q4	$304K	Buy	+20,648	New	+$305K	﹤0.01%	2448
2023 Q1	–	Sell	-12,066	Closed	-$237K	–	2681
2022 Q4	$237K	Sell	12,066 -2,924	-20%	-$60K	﹤0.01%	2648
2022 Q3	$305K	Buy	+14,990	New	+$342K	﹤0.01%	2945
2022 Q1	–	Sell	-4,553	Closed	-$109K	–	3378
2021 Q4	$109K	Buy	+4,553	New	+$91.1K	﹤0.01%	3359
2021 Q3	–	Sell	-13,645	Closed	-$237K	–	3042
2021 Q2	$237K	Buy	+13,645	New	+$244K	﹤0.01%	2402
2020 Q2	–	Sell	-27,835	Closed	-$285K	–	1570
2020 Q1	$285K	Buy	+27,835	New	+$430K	﹤0.01%	1108
2019 Q2	–	Sell	-988	Closed	-$14K	–	1377
2019 Q1	$14K	Buy	+988	New	+$13K	﹤0.01%	1643

Other funds holding BRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

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

Marshall Wace's BRT Position: Q1 2026 in Review

Marshall Wace sold out of BRT Apartments (BRT) in Q1 2026, closing a stake of 20,648 shares — an estimated $304K sold.

Marshall Wace first reported a position in BRT in Q1 2019 and held it in 7 quarters. The position peaked at $305K in Q3 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

Marshall Wace reported no remaining BRT Apartments position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 20,648 BRT Apartments shares in Q1 2026, an estimated $304K.
Marshall Wace first reported a position in BRT Apartments in Q1 2019 and held it in 7 quarters.
Marshall Wace's BRT Apartments position peaked at $305K in Q3 2022.
105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.