PWPS
BRT

Pinnacle Wealth Planning Services’s BRT Apartments BRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$26.5K Hold
1,986
– – ﹤0.01% 1540
2025
Q4 		$29.2K Buy
+1,986
New +$29.3K ﹤0.01% 1533
2021
Q1 		– Sell
-3,266
Closed -$50K – 572
2020
Q4 		$50K Buy
+3,266
New +$44K 0.01% 793

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 $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

Pinnacle Wealth Planning Services's BRT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its BRT Apartments (BRT) position steady in Q1 2026 at 1,986 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Pinnacle Wealth Planning Services first reported a position in BRT in Q4 2020 and has held it in 3 quarters since. The position peaked at $50K in Q4 2020. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,986 shares of BRT Apartments worth $26.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its BRT Apartments share count unchanged in Q1 2026.
  • BRT Apartments made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1540 holding.
  • Pinnacle Wealth Planning Services first reported a position in BRT Apartments in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's BRT Apartments position peaked at $50K in Q4 2020.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.