PC
BRT

Permanens Capital’s BRT Apartments BRT Stock Holding History

Permanens Capital’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 		$2.73M Buy
201,265
+1
+0% +$15 0.35% 28
2025
Q4 		$3M Buy
201,264
+1
+0% +$15 0.39% 26
2025
Q3 		$3.19M Buy
201,263
+35,415
+21% +$553K 0.48% 22
2025
Q2 		$2.63M Buy
165,848
+142,540
+612% +$2.24M 0.36% 26
2025
Q1 		$402K Buy
+23,308
New +$411K 0.07% 51

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Permanens Capital's BRT Position: Q1 2026 in Review

Permanens Capital increased its BRT Apartments (BRT) stake by 0% in Q1 2026, buying an estimated $15 and bringing the position to 201,265 shares worth $2.73M. The position accounts for 0.35% of the portfolio, ranked #28.

Permanens Capital first reported a position in BRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.19M in Q3 2025. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Permanens Capital held 201,265 shares of BRT Apartments worth $2.73M as of Q1 2026.
  • Permanens Capital bought 1 BRT Apartments share in Q1 2026, an estimated $15.
  • BRT Apartments made up 0.35% of Permanens Capital's portfolio in Q1 2026, its #28 holding.
  • Permanens Capital first reported a position in BRT Apartments in Q1 2025 and has held it in 5 quarters since.
  • Permanens Capital's BRT Apartments position peaked at $3.19M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Permanens Capital's 13F filing for Q1 2026, filed 15 May 2026.