PWMG
BRT

Private Wealth Management Group’s BRT Apartments BRT Stock Holding History

Private Wealth Management Group’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 		$4.42K Buy
331
+290
+707% +$4.21K ﹤0.01% 819
2025
Q4 		$603 Buy
+41
New +$605 ﹤0.01% 1374
2024
Q1 		– Sell
-59
Closed -$1.1K – 1510
2023
Q4 		$1.1K Buy
+59
New +$1.04K ﹤0.01% 1233

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

Private Wealth Management Group's BRT Position: Q1 2026 in Review

Private Wealth Management Group increased its BRT Apartments (BRT) stake by 707% in Q1 2026, buying an estimated $4.21K and bringing the position to 331 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Private Wealth Management Group first reported a position in BRT in Q4 2023 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Private Wealth Management Group held 331 shares of BRT Apartments worth $4.42K as of Q1 2026.
  • Private Wealth Management Group bought 290 BRT Apartments shares in Q1 2026, an estimated $4.21K.
  • BRT Apartments made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #819 holding.
  • Private Wealth Management Group first reported a position in BRT Apartments in Q4 2023 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.