SS
BRT

Sunbelt Securities’s BRT Apartments BRT Stock Holding History

Sunbelt Securities’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 		$40 Buy
3
+2
+200% +$29 ﹤0.01% 2799
2025
Q4 		$15 Buy
+1
New +$15 ﹤0.01% 2743
2023
Q4 		– Sell
-200
Closed -$3.45K – 1709
2023
Q3 		$3.45K Hold
200
– – ﹤0.01% 1382
2023
Q2 		$3.96K Hold
200
– – ﹤0.01% 1367
2023
Q1 		$3.86K Buy
+200
New +$4.07K ﹤0.01% 1345

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

Sunbelt Securities's BRT Position: Q1 2026 in Review

Sunbelt Securities increased its BRT Apartments (BRT) stake by 200% in Q1 2026, buying an estimated $29 and bringing the position to 3 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Sunbelt Securities first reported a position in BRT in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.96K in Q2 2023. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Sunbelt Securities held 3 shares of BRT Apartments worth $40 as of Q1 2026.
  • Sunbelt Securities bought 2 BRT Apartments shares in Q1 2026, an estimated $29.
  • BRT Apartments made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2799 holding.
  • Sunbelt Securities first reported a position in BRT Apartments in Q1 2023 and has held it in 5 quarters since.
  • Sunbelt Securities's BRT Apartments position peaked at $3.96K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.