Orion Capital Management’s BRT Apartments BRT Stock Holding History

Orion 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
2026 Q1	–	Sell	-1,000	Closed	-$14.7K	–	495
2025 Q4	$14.7K	Hold	1,000	–	–	﹤0.01%	367
2025 Q3	$15.7K	Hold	1,000	–	–	0.01%	360
2025 Q2	$15.6K	Hold	1,000	–	–	0.01%	338
2025 Q1	$17K	Hold	1,000	–	–	0.01%	327
2024 Q4	$18K	Buy	+1,000	New	+$18.2K	0.01%	330
2024 Q3	–	Sell	-1,000	Closed	-$17.5K	–	185
2024 Q2	$17.5K	Sell	1,000 -1,000	-50%	-$17.5K	0.01%	326
2024 Q1	$33.6K	Hold	2,000	–	–	0.02%	289
2023 Q4	$37.2K	Hold	2,000	–	–	0.02%	273
2023 Q3	$34.5K	Buy	+2,000	New	+$37.8K	0.02%	267
2023 Q2	–	Sell	-2,000	Closed	-$39.4K	–	187
2023 Q1	$39.4K	Hold	2,000	–	–	0.03%	248
2022 Q4	$39.3K	Hold	2,000	–	–	0.03%	218
2022 Q3	$41K	Hold	2,000	–	–	0.03%	216
2022 Q2	$43K	Hold	2,000	–	–	0.03%	207
2022 Q1	$48K	Hold	2,000	–	–	0.03%	213
2021 Q4	$48K	Hold	2,000	–	–	0.03%	202
2021 Q3	$39K	Hold	2,000	–	–	0.02%	206
2021 Q2	$35K	Hold	2,000	–	–	0.02%	197
2021 Q1	$34K	Hold	2,000	–	–	0.02%	189
2020 Q4	$30K	Buy	+2,000	New	+$26.9K	0.02%	182

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

Orion Capital Management's BRT Position: Q1 2026 in Review

Orion Capital Management sold out of BRT Apartments (BRT) in Q1 2026, closing a stake of 1,000 shares — an estimated $14.7K sold.

Orion Capital Management first reported a position in BRT in Q4 2020 and held it in 19 quarters. The position peaked at $48K in Q1 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

Orion Capital Management reported no remaining BRT Apartments position as of Q1 2026 after selling out during the quarter.
Orion Capital Management sold 1,000 BRT Apartments shares in Q1 2026, an estimated $14.7K.
Orion Capital Management first reported a position in BRT Apartments in Q4 2020 and held it in 19 quarters.
Orion Capital Management's BRT Apartments position peaked at $48K in Q1 2022.
105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.