RFP
BRT

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
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

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Root Financial Partners's BRT Position: Q2 2026 in Review

Root Financial Partners increased its BRT Apartments (BRT) stake by 0.06% in Q2 2026, buying an estimated $449 and bringing the position to 51,921 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #140.

Root Financial Partners first reported a position in BRT in Q4 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Root Financial Partners held 51,921 shares of BRT Apartments worth $798K as of Q2 2026.
  • Root Financial Partners bought 31 BRT Apartments shares in Q2 2026, an estimated $449.
  • BRT Apartments made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #140 holding.
  • Root Financial Partners first reported a position in BRT Apartments in Q4 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.