Osaic Holdings
BRT

Osaic Holdings’s BRT Apartments BRT Stock Holding History

Osaic Holdings’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 		$26.2K Sell
1,965
-82
-4% -$1.19K ﹤0.01% 5688
2025
Q4 		$30.1K Sell
2,047
-12
-0.6% -$177 ﹤0.01% 5586
2025
Q3 		$32.9K Buy
2,059
+250
+14% +$3.9K ﹤0.01% 5582
2025
Q2 		$28.3K Buy
1,809
+955
+112% +$15K ﹤0.01% 5447
2025
Q1 		$14.5K Buy
854
+695
+437% +$12.3K ﹤0.01% 5570
2024
Q4 		$2.87K Buy
159
+50
+46% +$908 ﹤0.01% 6465
2024
Q3 		$1.92K Sell
109
-500
-82% -$9.08K ﹤0.01% 6629
2024
Q2 		$10.6K Sell
609
-3,145
-84% -$55.1K ﹤0.01% 5752
2024
Q1 		$63.1K Hold
3,754
– – ﹤0.01% 4571
2023
Q4 		$69.8K Sell
3,754
-2,349
-38% -$41.6K ﹤0.01% 4677
2023
Q3 		$105K Sell
6,103
-31
-0.5% -$586 ﹤0.01% 4471
2023
Q2 		$121K Sell
6,134
-1,595
-21% -$29.6K ﹤0.01% 4281
2023
Q1 		$152K Sell
7,729
-2,300
-23% -$46.8K ﹤0.01% 4087
2022
Q4 		$197K Buy
10,029
+110
+1% +$2.26K ﹤0.01% 3849
2022
Q3 		$201K Buy
9,919
+5,845
+143% +$133K ﹤0.01% 3733
2022
Q2 		$87K Buy
4,074
+1,174
+40% +$25.9K ﹤0.01% 4528
2022
Q1 		$70K Buy
2,900
+150
+5% +$3.37K ﹤0.01% 4834
2021
Q4 		$66K Buy
2,750
+450
+20% +$9K ﹤0.01% 4920
2021
Q3 		$44K Buy
2,300
+300
+15% +$5.56K ﹤0.01% 5202
2021
Q2 		$35K Buy
+2,000
New +$35.8K ﹤0.01% 5298
2020
Q2 		– Sell
-757
Closed -$8K – 6117
2020
Q1 		$8K Buy
+757
New +$11.7K ﹤0.01% 5114

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 $29.3B AUM 38.15% 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

Osaic Holdings's BRT Position: Q1 2026 in Review

Osaic Holdings reduced its BRT Apartments (BRT) stake by 4% in Q1 2026, selling an estimated $1.19K and leaving 1,965 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5688.

Osaic Holdings first reported a position in BRT in Q1 2020 and has held it in 21 quarters since. The position peaked at $201K in Q3 2022. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Osaic Holdings held 1,965 shares of BRT Apartments worth $26.2K as of Q1 2026.
  • Osaic Holdings sold 82 BRT Apartments shares in Q1 2026, an estimated $1.19K.
  • BRT Apartments made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5688 holding.
  • Osaic Holdings first reported a position in BRT Apartments in Q1 2020 and has held it in 21 quarters since.
  • Osaic Holdings's BRT Apartments position peaked at $201K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.