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
Q2 		– Sell
-201,265
Closed -$2.73M – 108
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Permanens Capital's BRT Position: Q2 2026 in Review

Permanens Capital sold out of BRT Apartments (BRT) in Q2 2026, closing a stake of 201,265 shares — an estimated $2.73M sold.

Permanens Capital first reported a position in BRT in Q1 2025 and held it in 5 quarters. The position peaked at $3.19M in Q3 2025. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Permanens Capital reported no remaining BRT Apartments position as of Q2 2026 after selling out during the quarter.
  • Permanens Capital sold 201,265 BRT Apartments shares in Q2 2026, an estimated $2.73M.
  • Permanens Capital first reported a position in BRT Apartments in Q1 2025 and held it in 5 quarters.
  • Permanens Capital's BRT Apartments position peaked at $3.19M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.