TWD
BRT

True Wealth Design’s BRT Apartments BRT Stock Holding History

True Wealth Design’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 		$277 Buy
18
+15
+500% +$217 ﹤0.01% 2373
2026
Q1 		$41 Buy
3
+2
+200% +$29 ﹤0.01% 2579
2025
Q4 		$15 Hold
1
– – ﹤0.01% 2497
2025
Q3 		$16 Buy
+1
New +$16 ﹤0.01% 2669
2025
Q2 		– Sell
-2
Closed -$34 – 2605
2025
Q1 		$34 Buy
+2
New +$35 ﹤0.01% 2473

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

True Wealth Design's BRT Position: Q2 2026 in Review

True Wealth Design increased its BRT Apartments (BRT) stake by 500% in Q2 2026, buying an estimated $217 and bringing the position to 18 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

True Wealth Design first reported a position in BRT in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • True Wealth Design held 18 shares of BRT Apartments worth $277 as of Q2 2026.
  • True Wealth Design bought 15 BRT Apartments shares in Q2 2026, an estimated $217.
  • BRT Apartments made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2373 holding.
  • True Wealth Design first reported a position in BRT Apartments in Q1 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.