Raymond James Financial
BRT

Raymond James Financial’s BRT Apartments BRT Stock Holding History

Raymond James Financial’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
Q2 		– Sell
-33,853
Closed -$576K – 7004
2025
Q1 		$576K Sell
33,853
-10,234
-23% -$181K ﹤0.01% 3850
2024
Q4 		$795K Buy
+44,087
New +$800K ﹤0.01% 3608

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
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
PC
Permanens Capital New York $776M AUM 30.08% 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

Raymond James Financial's BRT Position: Q2 2025 in Review

Raymond James Financial sold out of BRT Apartments (BRT) in Q2 2025, closing a stake of 33,853 shares — an estimated $576K sold.

Raymond James Financial first reported a position in BRT in Q4 2024 and held it in 2 quarters. The position peaked at $795K in Q4 2024. 92 funds tracked by Wall St. Rank hold BRT as of Q2 2025.

  • Raymond James Financial reported no remaining BRT Apartments position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 33,853 BRT Apartments shares in Q2 2025, an estimated $576K.
  • Raymond James Financial first reported a position in BRT Apartments in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's BRT Apartments position peaked at $795K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.