TL
BRT

TowerView LLC’s BRT Apartments BRT Stock Holding History

TowerView LLC’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
2023
Q1 		– Sell
-11,000
Closed -$216K – 24
2022
Q4 		$216K Buy
+11,000
New +$226K 0.14% 21
2019
Q4 		– Sell
-53,159
Closed -$775K – 21
2019
Q3 		$775K Sell
53,159
-127,133
-71% -$1.78M 0.5% 13
2019
Q2 		$2.55M Sell
180,292
-48,718
-21% -$665K 1.45% 9
2019
Q1 		$3.18M Sell
229,010
-19,890
-8% -$262K 1.78% 8
2018
Q4 		$2.85M Hold
248,900
– – 1.66% 8
2018
Q3 		$3M Sell
248,900
-161,100
-39% -$2.08M 1.46% 9
2018
Q2 		$5.23M Sell
410,000
-40,104
-9% -$498K 2.42% 8
2018
Q1 		$5.29M Sell
450,104
-238,601
-35% -$2.81M 2.49% 8
2017
Q4 		$8.12M Sell
688,705
-156,936
-19% -$1.67M 3.85% 7
2017
Q3 		$9.06M Buy
845,641
+5,641
+0.7% +$47.3K 4.7% 6
2017
Q2 		$6.6M Buy
840,000
+134,523
+19% +$1.08M 3.34% 7
2017
Q1 		$5.91M Buy
705,477
+13,952
+2% +$117K 2.76% 7
2016
Q4 		$5.66M Buy
691,525
+56,525
+9% +$446K 2.49% 7
2016
Q3 		$5.09M Buy
635,000
+3,900
+0.6% +$29.1K 2.34% 8
2016
Q2 		$4.51M Buy
631,100
+1,100
+0.2% +$7.84K 2.09% 8
2016
Q1 		$4.38M Buy
630,000
+130,000
+26% +$797K 2.13% 7
2015
Q4 		$3.17M Buy
500,000
+265,000
+113% +$1.78M 1.68% 10
2015
Q3 		$1.67M Buy
235,000
+45,019
+24% +$315K 0.87% 12
2015
Q2 		$1.34M Buy
189,981
+1,400
+0.7% +$9.78K 0.65% 11
2015
Q1 		$1.35M Buy
188,581
+16,580
+10% +$117K 0.61% 12
2014
Q4 		$1.2M Buy
172,001
+5,159
+3% +$37K 0.53% 12
2014
Q3 		$1.25M Hold
166,842
– – 0.71% 12
2014
Q2 		$1.23M Hold
166,842
– – 0.59% 12
2014
Q1 		$1.19M Hold
166,842
– – 0.54% 13
2013
Q4 		$1.18M Hold
166,842
– – 0.54% 14
2013
Q3 		$1.2M Buy
166,842
+284
+0.2% +$2.04K 0.58% 13
2013
Q2 		$1.17M Buy
+166,558
New +$1.2M 0.46% 15

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TowerView LLC's BRT Position: Q1 2023 in Review

TowerView LLC sold out of BRT Apartments (BRT) in Q1 2023, closing a stake of 11,000 shares — an estimated $216K sold.

TowerView LLC first reported a position in BRT in Q2 2013 and held it in 27 quarters. The position peaked at $9.06M in Q3 2017. 86 funds tracked by Wall St. Rank hold BRT as of Q1 2023.

  • TowerView LLC reported no remaining BRT Apartments position as of Q1 2023 after selling out during the quarter.
  • TowerView LLC sold 11,000 BRT Apartments shares in Q1 2023, an estimated $216K.
  • TowerView LLC first reported a position in BRT Apartments in Q2 2013 and held it in 27 quarters.
  • TowerView LLC's BRT Apartments position peaked at $9.06M in Q3 2017.
  • 86 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2023.

Based on TowerView LLC's 13F filing for Q1 2023, filed 5 May 2023.