RA
BRT

Rise Advisors’s BRT Apartments BRT Stock Holding History

Rise Advisors’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
Q4 		– Sell
-1,503
Closed -$23.5K – 291
2025
Q3 		$23.5K Buy
1,503
+23
+2% +$359 0.01% 483
2025
Q2 		$23.1K Buy
1,480
+22
+2% +$346 0.01% 453
2025
Q1 		$24.8K Buy
1,458
+20
+1% +$353 0.01% 402
2024
Q4 		$25.9K Buy
1,438
+20
+1% +$363 0.01% 479
2024
Q3 		$24.9K Buy
1,418
+20
+1% +$363 0.01% 536
2024
Q2 		$24.4K Buy
1,398
+21
+2% +$368 0.01% 489
2024
Q1 		$23.1K Buy
+1,377
New +$23.1K 0.01% 548

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
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Rise Advisors's BRT Position: Q4 2025 in Review

Rise Advisors sold out of BRT Apartments (BRT) in Q4 2025, closing a stake of 1,503 shares — an estimated $23.5K sold.

Rise Advisors first reported a position in BRT in Q1 2024 and held it in 7 quarters. The position peaked at $25.9K in Q4 2024. 100 funds tracked by Wall St. Rank hold BRT as of Q4 2025.

  • Rise Advisors reported no remaining BRT Apartments position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,503 BRT Apartments shares in Q4 2025, an estimated $23.5K.
  • Rise Advisors first reported a position in BRT Apartments in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's BRT Apartments position peaked at $25.9K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held BRT Apartments as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.