Physician Wealth Advisors’s BRT Apartments BRT Stock Holding History

Physician Wealth Advisors’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	$1.12K	Buy	+73	New	+$1.06K	﹤0.01%	1787

Other funds holding BRT

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return

Physician Wealth Advisors's BRT Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in BRT Apartments (BRT) in Q2 2026: 73 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1787 among its holdings.

15 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Physician Wealth Advisors held 73 shares of BRT Apartments worth $1.12K as of Q2 2026.
BRT Apartments was a new Physician Wealth Advisors position in Q2 2026.
BRT Apartments made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1787 holding.
15 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.