Morgan Stanley
BRT

Morgan Stanley’s BRT Apartments BRT Stock Holding History

Morgan Stanley’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 		$1.55M Buy
115,965
+10,221
+10% +$148K ﹤0.01% 4913
2025
Q4 		$1.55M Buy
105,744
+12,063
+13% +$178K ﹤0.01% 4957
2025
Q3 		$1.47M Buy
93,681
+14,208
+18% +$222K ﹤0.01% 4960
2025
Q2 		$1.24M Buy
79,473
+2,952
+4% +$46.4K ﹤0.01% 4992
2025
Q1 		$1.3M Sell
76,521
-10,687
-12% -$189K ﹤0.01% 4873
2024
Q4 		$1.57M Sell
87,208
-4,305
-5% -$78.2K ﹤0.01% 4856
2024
Q3 		$1.61M Buy
91,513
+26,268
+40% +$477K ﹤0.01% 4772
2024
Q2 		$1.14M Buy
65,245
+1,071
+2% +$18.7K ﹤0.01% 4880
2024
Q1 		$1.08M Sell
64,174
-60,440
-49% -$1.02M ﹤0.01% 4914
2023
Q4 		$2.32M Buy
124,614
+84,020
+207% +$1.49M ﹤0.01% 4842
2023
Q3 		$701K Sell
40,594
-2,256
-5% -$42.6K ﹤0.01% 4996
2023
Q2 		$848K Buy
42,850
+860
+2% +$15.9K ﹤0.01% 4929
2023
Q1 		$828K Buy
41,990
+7,649
+22% +$156K ﹤0.01% 4961
2022
Q4 		$674K Sell
34,341
-76,505
-69% -$1.57M ﹤0.01% 5076
2022
Q3 		$2.25M Sell
110,846
-4,973
-4% -$113K ﹤0.01% 4345
2022
Q2 		$2.49M Buy
115,819
+101,251
+695% +$2.23M ﹤0.01% 4361
2022
Q1 		$350K Sell
14,568
-10,884
-43% -$245K ﹤0.01% 5601
2021
Q4 		$610K Buy
25,452
+3,506
+16% +$70.1K ﹤0.01% 5425
2021
Q3 		$423K Sell
21,946
-4,792
-18% -$88.8K ﹤0.01% 5598
2021
Q2 		$464K Buy
26,738
+493
+2% +$8.82K ﹤0.01% 5568
2021
Q1 		$442K Sell
26,245
-2,911
-10% -$47.5K ﹤0.01% 5220
2020
Q4 		$443K Buy
29,156
+4,875
+20% +$65.7K ﹤0.01% 5155
2020
Q3 		$286K Sell
24,281
-27,407
-53% -$319K ﹤0.01% 4927
2020
Q2 		$559K Buy
51,688
+8,314
+19% +$84.8K ﹤0.01% 4541
2020
Q1 		$445K Sell
43,374
-2,147
-5% -$33.2K ﹤0.01% 4441
2019
Q4 		$773K Buy
45,521
+15,641
+52% +$263K ﹤0.01% 4686
2019
Q3 		$436K Buy
29,880
+6,785
+29% +$95K ﹤0.01% 4743
2019
Q2 		$326K Buy
23,095
+7,841
+51% +$107K ﹤0.01% 4814
2019
Q1 		$212K Sell
15,254
-11,813
-44% -$155K ﹤0.01% 5027
2018
Q4 		$309K Sell
27,067
-11,356
-30% -$130K ﹤0.01% 5080
2018
Q3 		$463K Sell
38,423
-18,387
-32% -$237K ﹤0.01% 5048
2018
Q2 		$725K Buy
56,810
+23,256
+69% +$289K ﹤0.01% 4842
2018
Q1 		$394K Buy
33,554
+21,832
+186% +$257K ﹤0.01% 5143
2017
Q4 		$138K Buy
11,722
+11,718
+292,950% +$125K ﹤0.01% 5539
2017
Q3 		$0 Sell
4
-3
-43% -$25 ﹤0.01% 6532
2017
Q2 		$0 Buy
7
+3
+75% +$24 ﹤0.01% 6589
2017
Q1 		$0 Hold
4
– – ﹤0.01% 6573
2016
Q4 		$0 Hold
4
– – ﹤0.01% 6523
2016
Q3 		$0 Hold
4
– – ﹤0.01% 6504
2016
Q2 		$0 Buy
+4
New +$29 ﹤0.01% 6514
2015
Q2 		– Sell
-2,700
Closed -$19K – 6645
2015
Q1 		$19K Sell
2,700
-21,432
-89% -$151K ﹤0.01% 6061
2014
Q4 		$169K Sell
24,132
-16,600
-41% -$119K ﹤0.01% 5316
2014
Q3 		$305K Sell
40,732
-2,500
-6% -$18.2K ﹤0.01% 4895
2014
Q2 		$319K Sell
43,232
-2,700
-6% -$19.4K ﹤0.01% 4904
2014
Q1 		$327K Sell
45,932
-1,184
-3% -$8.58K ﹤0.01% 4836
2013
Q4 		$333K Sell
47,116
-66
-0.1% -$466 ﹤0.01% 4749
2013
Q3 		$338K Sell
47,182
-3
-0% -$22 ﹤0.01% 4592
2013
Q2 		$330K Buy
+47,185
New +$340K ﹤0.01% 4539

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

Morgan Stanley's BRT Position: Q1 2026 in Review

Morgan Stanley increased its BRT Apartments (BRT) stake by 9.7% in Q1 2026, buying an estimated $148K and bringing the position to 115,965 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4913.

Morgan Stanley first reported a position in BRT in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.49M in Q2 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Morgan Stanley held 115,965 shares of BRT Apartments worth $1.55M as of Q1 2026.
  • Morgan Stanley bought 10,221 BRT Apartments shares in Q1 2026, an estimated $148K.
  • BRT Apartments made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4913 holding.
  • Morgan Stanley first reported a position in BRT Apartments in Q2 2013 and has held it in 48 quarters since.
  • Morgan Stanley's BRT Apartments position peaked at $2.49M in Q2 2022.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.