PAIM
BRT

Punch & Associates Investment Management’s BRT Apartments BRT Stock Holding History

Punch & Associates Investment Management’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
2023
Q3 		– Sell
-10,615
Closed -$210K – 233
2023
Q2 		$210K Hold
10,615
– – 0.01% 203
2023
Q1 		$209K Buy
+10,615
New +$216K 0.01% 198

Other funds holding BRT

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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 of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Punch & Associates Investment Management's BRT Position: Q3 2023 in Review

Punch & Associates Investment Management sold out of BRT Apartments (BRT) in Q3 2023, closing a stake of 10,615 shares — an estimated $210K sold.

Punch & Associates Investment Management first reported a position in BRT in Q1 2023 and held it in 2 quarters. The position peaked at $210K in Q2 2023. 86 funds tracked by Wall St. Rank hold BRT as of Q3 2023.

  • Punch & Associates Investment Management reported no remaining BRT Apartments position as of Q3 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 10,615 BRT Apartments shares in Q3 2023, an estimated $210K.
  • Punch & Associates Investment Management first reported a position in BRT Apartments in Q1 2023 and held it in 2 quarters.
  • Punch & Associates Investment Management's BRT Apartments position peaked at $210K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2023.

Based on Punch & Associates Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.