UBS Group
BRT

UBS Group’s BRT Apartments BRT Stock Holding History

UBS Group’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 		$117K Sell
8,782
-432
-5% -$6.27K ﹤0.01% 6925
2025
Q4 		$135K Sell
9,214
-746
-7% -$11K ﹤0.01% 6760
2025
Q3 		$156K Sell
9,960
-3,273
-25% -$51.1K ﹤0.01% 6810
2025
Q2 		$207K Sell
13,233
-5,280
-29% -$83K ﹤0.01% 6697
2025
Q1 		$315K Sell
18,513
-1,647
-8% -$29.1K ﹤0.01% 6208
2024
Q4 		$363K Buy
20,160
+12,902
+178% +$234K ﹤0.01% 6064
2024
Q3 		$128K Buy
7,258
+1,854
+34% +$33.7K ﹤0.01% 6183
2024
Q2 		$94.4K Sell
5,404
-8,032
-60% -$141K ﹤0.01% 6202
2024
Q1 		$226K Sell
13,436
-2,680
-17% -$45K ﹤0.01% 5774
2023
Q4 		$300K Buy
16,116
+7,093
+79% +$125K ﹤0.01% 5499
2023
Q3 		$156K Sell
9,023
-1,561
-15% -$29.5K ﹤0.01% 5536
2023
Q2 		$210K Buy
10,584
+1,085
+11% +$20.1K ﹤0.01% 5446
2023
Q1 		$187K Buy
9,499
+1,510
+19% +$30.7K ﹤0.01% 5431
2022
Q4 		$157K Buy
7,989
+1,811
+29% +$37.2K ﹤0.01% 5685
2022
Q3 		$126K Buy
6,178
+882
+17% +$20.1K ﹤0.01% 5502
2022
Q2 		$113K Sell
5,296
-1,567
-23% -$34.5K ﹤0.01% 5328
2022
Q1 		$164K Sell
6,863
-926
-12% -$20.8K ﹤0.01% 5512
2021
Q4 		$186K Buy
7,789
+4,767
+158% +$95.3K ﹤0.01% 5761
2021
Q3 		$58K Buy
3,022
+1,483
+96% +$27.5K ﹤0.01% 6212
2021
Q2 		$27K Sell
1,539
-1,628
-51% -$29.1K ﹤0.01% 7031
2021
Q1 		$54K Sell
3,167
-436
-12% -$7.11K ﹤0.01% 6461
2020
Q4 		$55K Sell
3,603
-142
-4% -$1.91K ﹤0.01% 6094
2020
Q3 		$44K Sell
3,745
-2,674
-42% -$31.1K ﹤0.01% 5732
2020
Q2 		$69K Sell
6,419
-2,185
-25% -$22.3K ﹤0.01% 5600
2020
Q1 		$88K Sell
8,604
-5,320
-38% -$82.1K ﹤0.01% 5397
2019
Q4 		$236K Buy
13,924
+4,398
+46% +$74K ﹤0.01% 5485
2019
Q3 		$139K Sell
9,526
-19,385
-67% -$271K ﹤0.01% 5539
2019
Q2 		$409K Buy
28,911
+2,984
+12% +$40.7K ﹤0.01% 4440
2019
Q1 		$360K Sell
25,927
-1,666
-6% -$21.9K ﹤0.01% 4266
2018
Q4 		$316K Buy
27,593
+1,262
+5% +$14.5K ﹤0.01% 4594
2018
Q3 		$317K Buy
26,331
+1,580
+6% +$20.4K ﹤0.01% 4723
2018
Q2 		$315K Buy
24,751
+968
+4% +$12K ﹤0.01% 4658
2018
Q1 		$279K Hold
23,783
– – ﹤0.01% 4558
2017
Q4 		$280K Hold
23,783
– – ﹤0.01% 4683
2017
Q3 		$255K Sell
23,783
-13,447
-36% -$113K ﹤0.01% 4685
2017
Q2 		$293K Hold
37,230
– – ﹤0.01% 4503
2017
Q1 		$310K Buy
37,230
+11,796
+46% +$99.3K ﹤0.01% 4367
2016
Q4 		$209K Buy
25,434
+1,651
+7% +$13K ﹤0.01% 4757
2016
Q3 		$190K Sell
23,783
-1,711
-7% -$12.8K ﹤0.01% 4577
2016
Q2 		$182K Sell
25,494
-998
-4% -$7.11K ﹤0.01% 4605
2016
Q1 		$184K Sell
26,492
-2,685
-9% -$16.5K ﹤0.01% 4542
2015
Q4 		$185K Sell
29,177
-2,892
-9% -$19.4K ﹤0.01% 4728
2015
Q3 		$227K Sell
32,069
-2,468
-7% -$17.2K ﹤0.01% 4532
2015
Q2 		$243K Buy
34,537
+490
+1% +$3.42K ﹤0.01% 4703
2015
Q1 		$243K Sell
34,047
-1,651
-5% -$11.6K ﹤0.01% 4719
2014
Q4 		$249K Buy
+35,698
New +$256K ﹤0.01% 4830

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

UBS Group's BRT Position: Q1 2026 in Review

UBS Group reduced its BRT Apartments (BRT) stake by 4.7% in Q1 2026, selling an estimated $6.27K and leaving 8,782 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #6925.

UBS Group first reported a position in BRT in Q4 2014 and has held it in 46 quarters since. The position peaked at $409K in Q2 2019. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • UBS Group held 8,782 shares of BRT Apartments worth $117K as of Q1 2026.
  • UBS Group sold 432 BRT Apartments shares in Q1 2026, an estimated $6.27K.
  • BRT Apartments made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6925 holding.
  • UBS Group first reported a position in BRT Apartments in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's BRT Apartments position peaked at $409K in Q2 2019.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.