NCM
BRT

Next Capital Management’s BRT Apartments BRT Stock Holding History

Next Capital Management’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
2024
Q1 		– Sell
-50,351
Closed -$936K – 147
2023
Q4 		$936K Hold
50,351
– – 0.4% 50
2023
Q3 		$870K Hold
50,351
– – 0.39% 50
2023
Q2 		$997K Buy
50,351
+351
+0.7% +$6.51K 0.46% 46
2023
Q1 		$986K Hold
50,000
– – 0.48% 42
2022
Q4 		$982K Buy
+50,000
New +$1.03M 0.53% 42
2022
Q3 		– Sell
-7,110
Closed -$152K – 113
2022
Q2 		$152K Buy
+7,110
New +$157K 0.11% 110

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Next Capital Management's BRT Position: Q1 2024 in Review

Next Capital Management sold out of BRT Apartments (BRT) in Q1 2024, closing a stake of 50,351 shares — an estimated $936K sold.

Next Capital Management first reported a position in BRT in Q2 2022 and held it in 6 quarters. The position peaked at $997K in Q2 2023. 86 funds tracked by Wall St. Rank hold BRT as of Q1 2024.

  • Next Capital Management reported no remaining BRT Apartments position as of Q1 2024 after selling out during the quarter.
  • Next Capital Management sold 50,351 BRT Apartments shares in Q1 2024, an estimated $936K.
  • Next Capital Management first reported a position in BRT Apartments in Q2 2022 and held it in 6 quarters.
  • Next Capital Management's BRT Apartments position peaked at $997K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2024.

Based on Next Capital Management's 13F filing for Q1 2024, filed 14 May 2024.