SVB Wealth’s BRT Apartments BRT Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-119	Closed	-$2.02K	–	686
2025 Q1	$2.02K	Buy	+119	New	+$2.1K	﹤0.01%	1232

Other funds holding BRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's BRT Position: Q2 2025 in Review

SVB Wealth sold out of BRT Apartments (BRT) in Q2 2025, closing a stake of 119 shares — an estimated $2.02K sold.

SVB Wealth first reported a position in BRT in Q1 2025 and held it in 1 quarter. The position peaked at $2.02K in Q1 2025. 92 funds tracked by Wall St. Rank hold BRT as of Q2 2025.

SVB Wealth reported no remaining BRT Apartments position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 119 BRT Apartments shares in Q2 2025, an estimated $2.02K.
SVB Wealth first reported a position in BRT Apartments in Q1 2025 and held it in 1 quarter.
SVB Wealth's BRT Apartments position peaked at $2.02K in Q1 2025.
92 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.