Sumitomo Mitsui Trust Group
BRT

Sumitomo Mitsui Trust Group’s BRT Apartments BRT Stock Holding History

Sumitomo Mitsui Trust Group’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 		– Sell
-10,148
Closed -$135K – 1088
2026
Q1 		$135K Sell
10,148
-10
-0.1% -$145 ﹤0.01% 1041
2025
Q4 		$149K Hold
10,158
– – ﹤0.01% 1043
2025
Q3 		$159K Sell
10,158
-392
-4% -$6.12K ﹤0.01% 1046
2025
Q2 		$165K Buy
10,550
+363
+4% +$5.71K ﹤0.01% 1022
2025
Q1 		$173K Sell
10,187
-430
-4% -$7.59K ﹤0.01% 1022
2024
Q4 		$191K Sell
10,617
-1,604
-13% -$29.1K ﹤0.01% 1033
2024
Q3 		$215K Hold
12,221
– – ﹤0.01% 1037
2024
Q2 		$214K Hold
12,221
– – ﹤0.01% 1047
2024
Q1 		$205K Hold
12,221
– – ﹤0.01% 1103
2023
Q4 		$227K Hold
12,221
– – ﹤0.01% 1107
2023
Q3 		$211K Sell
12,221
-772
-6% -$14.6K ﹤0.01% 1115
2023
Q2 		$257K Buy
12,993
+642
+5% +$11.9K ﹤0.01% 1104
2023
Q1 		$244K Hold
12,351
– – ﹤0.01% 1120
2022
Q4 		$243K Hold
12,351
– – ﹤0.01% 1164
2022
Q3 		$251K Buy
12,351
+406
+3% +$9.26K ﹤0.01% 1177
2022
Q2 		$257K Sell
11,945
-1,028
-8% -$22.6K ﹤0.01% 1185
2022
Q1 		$311K Sell
12,973
-1,655
-11% -$37.2K ﹤0.01% 1137
2021
Q4 		$351K Hold
14,628
– – ﹤0.01% 1128
2021
Q3 		$282K Hold
14,628
– – ﹤0.01% 1150
2021
Q2 		$254K Sell
14,628
-905
-6% -$16.2K ﹤0.01% 1156
2021
Q1 		$262K Sell
15,533
-4,180
-21% -$68.2K ﹤0.01% 1124
2020
Q4 		$300K Buy
19,713
+693
+4% +$9.34K ﹤0.01% 1094
2020
Q3 		$224K Buy
19,020
+1,476
+8% +$17.2K ﹤0.01% 1084
2020
Q2 		$190K Hold
17,544
– – ﹤0.01% 1080
2020
Q1 		$180K Hold
17,544
– – ﹤0.01% 1076
2019
Q4 		$298K Buy
17,544
+4,580
+35% +$77K ﹤0.01% 1057
2019
Q3 		$189K Buy
12,964
+2,793
+27% +$39.1K ﹤0.01% 1059
2019
Q2 		$144K Buy
+10,171
New +$139K ﹤0.01% 1000

Other funds holding BRT

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BRT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group sold out of BRT Apartments (BRT) in Q2 2026, closing a stake of 10,148 shares — an estimated $135K sold.

Sumitomo Mitsui Trust Group first reported a position in BRT in Q2 2019 and held it in 28 quarters. The position peaked at $351K in Q4 2021. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Sumitomo Mitsui Trust Group reported no remaining BRT Apartments position as of Q2 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 10,148 BRT Apartments shares in Q2 2026, an estimated $135K.
  • Sumitomo Mitsui Trust Group first reported a position in BRT Apartments in Q2 2019 and held it in 28 quarters.
  • Sumitomo Mitsui Trust Group's BRT Apartments position peaked at $351K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.