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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Root Financial Partners's BRT Position: Q1 2026 in Review

Root Financial Partners held its BRT Apartments (BRT) position steady in Q1 2026 at 51,890 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #130.

Root Financial Partners first reported a position in BRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $763K in Q4 2025. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Root Financial Partners held 51,890 shares of BRT Apartments worth $692K as of Q1 2026.
  • Root Financial Partners left its BRT Apartments share count unchanged in Q1 2026.
  • BRT Apartments made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #130 holding.
  • Root Financial Partners first reported a position in BRT Apartments in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's BRT Apartments position peaked at $763K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.