PS
BRT

Principal Securities’s BRT Apartments BRT Stock Holding History

Principal Securities’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
2025
Q3 		– Sell
-42
Closed -$657 – 3744
2025
Q2 		$657 Hold
42
– – ﹤0.01% 3434
2025
Q1 		$757 Hold
42
– – ﹤0.01% 3273
2024
Q4 		$757 Hold
42
– – ﹤0.01% 3266
2024
Q3 		$738 Hold
42
– – ﹤0.01% 3203
2024
Q2 		$734 Hold
42
– – ﹤0.01% 3126
2024
Q1 		$706 Hold
42
– – ﹤0.01% 3091
2023
Q4 		$781 Buy
+42
New +$743 ﹤0.01% 3005

Other funds holding BRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's BRT Position: Q3 2025 in Review

Principal Securities sold out of BRT Apartments (BRT) in Q3 2025, closing a stake of 42 shares — an estimated $657 sold.

Principal Securities first reported a position in BRT in Q4 2023 and held it in 7 quarters. The position peaked at $781 in Q4 2023. 97 funds tracked by Wall St. Rank hold BRT as of Q3 2025.

  • Principal Securities reported no remaining BRT Apartments position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 42 BRT Apartments shares in Q3 2025, an estimated $657.
  • Principal Securities first reported a position in BRT Apartments in Q4 2023 and held it in 7 quarters.
  • Principal Securities's BRT Apartments position peaked at $781 in Q4 2023.
  • 97 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.