Stifel Financial
BRT

Stifel Financial’s BRT Apartments BRT Stock Holding History

Stifel Financial’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 		$2.22M Sell
166,190
-3,200
-2% -$46.4K ﹤0.01% 1881
2025
Q4 		$2.49M Buy
169,390
+35,420
+26% +$523K ﹤0.01% 1781
2025
Q3 		$2.1M Buy
133,970
+3,716
+3% +$58K ﹤0.01% 1873
2025
Q2 		$2.04M Buy
130,254
+2,001
+2% +$31.5K ﹤0.01% 1841
2025
Q1 		$2.18M Buy
128,253
+2,528
+2% +$44.6K ﹤0.01% 1706
2024
Q4 		$2.27M Sell
125,725
-2,512
-2% -$45.6K ﹤0.01% 1689
2024
Q3 		$2.25M Sell
128,237
-3,500
-3% -$63.6K ﹤0.01% 1695
2024
Q2 		$2.3M Buy
131,737
+41,200
+46% +$721K ﹤0.01% 1626
2024
Q1 		$1.52M Sell
90,537
-8,500
-9% -$143K ﹤0.01% 1922
2023
Q4 		$1.84M Buy
99,037
+1,000
+1% +$17.7K ﹤0.01% 1732
2023
Q3 		$1.69M Hold
98,037
– – ﹤0.01% 1702
2023
Q2 		$1.94M Buy
98,037
+6,500
+7% +$121K ﹤0.01% 1649
2023
Q1 		$1.81M Buy
+91,537
New +$1.86M ﹤0.01% 1634
2019
Q3 		– Sell
-56,837
Closed -$798K – 2869
2019
Q2 		$798K Sell
56,837
-6,200
-10% -$84.6K ﹤0.01% 1942
2019
Q1 		$881K Sell
63,037
-23,200
-27% -$305K ﹤0.01% 1732
2018
Q4 		$982K Hold
86,237
– – ﹤0.01% 1539
2018
Q3 		$1.03M Buy
86,237
+37,000
+75% +$477K ﹤0.01% 1650
2018
Q2 		$635K Buy
49,237
+1,000
+2% +$12.4K ﹤0.01% 1891
2018
Q1 		$574K Buy
48,237
+23,000
+91% +$270K ﹤0.01% 1891
2017
Q4 		$302K Buy
25,237
+15,000
+147% +$160K ﹤0.01% 2200
2017
Q3 		$108K Buy
+10,237
New +$85.8K ﹤0.01% 2466

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
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Financial's BRT Position: Q1 2026 in Review

Stifel Financial reduced its BRT Apartments (BRT) stake by 1.9% in Q1 2026, selling an estimated $46.4K and leaving 166,190 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Stifel Financial first reported a position in BRT in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.49M in Q4 2025. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Stifel Financial held 166,190 shares of BRT Apartments worth $2.22M as of Q1 2026.
  • Stifel Financial sold 3,200 BRT Apartments shares in Q1 2026, an estimated $46.4K.
  • BRT Apartments made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1881 holding.
  • Stifel Financial first reported a position in BRT Apartments in Q3 2017 and has held it in 21 quarters since.
  • Stifel Financial's BRT Apartments position peaked at $2.49M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.