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 Q2	$5.17K	Buy	336 +5	+2%	+$72	﹤0.01%	835
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Private Wealth Management Group's BRT Position: Q2 2026 in Review

Private Wealth Management Group increased its BRT Apartments (BRT) stake by 1.5% in Q2 2026, buying an estimated $72 and bringing the position to 336 shares worth $5.17K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Private Wealth Management Group first reported a position in BRT in Q4 2023 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Private Wealth Management Group held 336 shares of BRT Apartments worth $5.17K as of Q2 2026.
Private Wealth Management Group bought 5 BRT Apartments shares in Q2 2026, an estimated $72.
BRT Apartments made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #835 holding.
Private Wealth Management Group first reported a position in BRT Apartments in Q4 2023 and has held it in 4 quarters since.
110 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.