UBS AM’s BRT Apartments BRT Stock Holding History

UBS AM’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	$10.3K	Hold	671	–	–	﹤0.01%	3267
2026 Q1	$8.95K	Buy	671 +564	+527%	+$8.18K	﹤0.01%	3337
2025 Q4	$1.57K	Buy	+107	New	+$1.58K	﹤0.01%	3148

Other funds holding BRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM's BRT Position: Q2 2026 in Review

UBS AM held its BRT Apartments (BRT) position steady in Q2 2026 at 671 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3267.

UBS AM first reported a position in BRT in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

UBS AM held 671 shares of BRT Apartments worth $10.3K as of Q2 2026.
UBS AM left its BRT Apartments share count unchanged in Q2 2026.
BRT Apartments made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3267 holding.
UBS AM first reported a position in BRT Apartments in Q4 2025 and has held it in 3 quarters since.
110 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.