PI
BRT

Putnam Investments’s BRT Apartments BRT Stock Holding History

Putnam Investments’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
Q1 		– Sell
-11,224
Closed -$220K – 1147
2022
Q4 		$220K Sell
11,224
-6
-0.1% -$123 ﹤0.01% 1105
2022
Q3 		$228K Sell
11,230
-208
-2% -$4.74K ﹤0.01% 1107
2022
Q2 		$246K Buy
+11,438
New +$252K ﹤0.01% 1094

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $25.9B AUM 26.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Putnam Investments's BRT Position: Q1 2023 in Review

Putnam Investments sold out of BRT Apartments (BRT) in Q1 2023, closing a stake of 11,224 shares — an estimated $220K sold.

Putnam Investments first reported a position in BRT in Q2 2022 and held it in 3 quarters. The position peaked at $246K in Q2 2022. 86 funds tracked by Wall St. Rank hold BRT as of Q1 2023.

  • Putnam Investments reported no remaining BRT Apartments position as of Q1 2023 after selling out during the quarter.
  • Putnam Investments sold 11,224 BRT Apartments shares in Q1 2023, an estimated $220K.
  • Putnam Investments first reported a position in BRT Apartments in Q2 2022 and held it in 3 quarters.
  • Putnam Investments's BRT Apartments position peaked at $246K in Q2 2022.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2023.

Based on Putnam Investments's 13F filing for Q1 2023, filed 22 May 2023.