Resona Asset Management’s BRT Apartments BRT Stock Holding History

Resona Asset 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
2026 Q2	$76K	Sell	4,955 -37	-0.7%	-$536	﹤0.01%	776
2026 Q1	$67.1K	Hold	4,992	–	–	﹤0.01%	780
2025 Q4	$73.3K	Hold	4,992	–	–	﹤0.01%	791
2025 Q3	$78.4K	Hold	4,992	–	–	﹤0.01%	795
2025 Q2	$78.7K	Hold	4,992	–	–	﹤0.01%	805
2025 Q1	$86.7K	Buy	4,992 +639	+15%	+$11.3K	﹤0.01%	775
2024 Q4	$77.4K	Hold	4,353	–	–	﹤0.01%	797
2024 Q3	$77.5K	Sell	4,353 -630	-13%	-$11.4K	﹤0.01%	802
2024 Q2	$85.6K	Hold	4,983	–	–	﹤0.01%	797
2024 Q1	$83.7K	Buy	+4,983	New	+$83.7K	﹤0.01%	811

Other funds holding BRT

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

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

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

SCM

Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Resona Asset Management's BRT Position: Q2 2026 in Review

Resona Asset Management reduced its BRT Apartments (BRT) stake by 0.74% in Q2 2026, selling an estimated $536 and leaving 4,955 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Resona Asset Management first reported a position in BRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $86.7K in Q1 2025. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

Resona Asset Management held 4,955 shares of BRT Apartments worth $76K as of Q2 2026.
Resona Asset Management sold 37 BRT Apartments shares in Q2 2026, an estimated $536.
BRT Apartments made up ﹤0.01% of Resona Asset Management's portfolio in Q2 2026, its #776 holding.
Resona Asset Management first reported a position in BRT Apartments in Q1 2024 and has held it in 10 quarters since.
Resona Asset Management's BRT Apartments position peaked at $86.7K in Q1 2025.
43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Resona Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.