Root Financial Partners
BRT icon

Root Financial Partners’s BRT Apartments BRT Stock Holding History

Root Financial Partners’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
Q3 		$1.27M Buy
94,694
+42,773
+82% +$620K 0.04% 106
2026
Q2 		$798K Buy
51,921
+31
+0.1% +$449 0.03% 140
2026
Q1 		$692K Hold
51,890
– – 0.03% 130
2025
Q4 		$763K Buy
+51,890
New +$766K 0.04% 117

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Noesis Capital Mangement
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Asset Management One
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Virtue Asset Management
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Lesa Sroufe & Co
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Root Financial Partners's BRT Position: Q3 2026 in Review

Root Financial Partners increased its BRT Apartments (BRT) stake by 82% in Q3 2026, buying an estimated $620K and bringing the position to 94,694 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #106.

Root Financial Partners first reported a position in BRT in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold BRT as of Q3 2026.

  • Root Financial Partners held 94,694 shares of BRT Apartments worth $1.27M as of Q3 2026.
  • Root Financial Partners bought 42,773 BRT Apartments shares in Q3 2026, an estimated $620K.
  • BRT Apartments made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #106 holding.
  • Root Financial Partners first reported a position in BRT Apartments in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.