VAM
BRT

Virtue Asset Management’s BRT Apartments BRT Stock Holding History

Virtue Asset Management’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 		$219K Sell
14,280
-2,858
-17% -$41.4K 0.15% 103
2026
Q1 		$229K Sell
17,138
-11,066
-39% -$161K 0.18% 94
2025
Q4 		$415K Sell
28,204
-218
-0.8% -$3.22K 0.33% 65
2025
Q3 		$445K Buy
+28,422
New +$444K 0.37% 62

Other funds holding BRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Virtue Asset Management's BRT Position: Q2 2026 in Review

Virtue Asset Management reduced its BRT Apartments (BRT) stake by 17% in Q2 2026, selling an estimated $41.4K and leaving 14,280 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #103.

Virtue Asset Management first reported a position in BRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q3 2025. 110 funds tracked by Wall St. Rank hold BRT as of Q2 2026.

  • Virtue Asset Management held 14,280 shares of BRT Apartments worth $219K as of Q2 2026.
  • Virtue Asset Management sold 2,858 BRT Apartments shares in Q2 2026, an estimated $41.4K.
  • BRT Apartments made up 0.15% of Virtue Asset Management's portfolio in Q2 2026, its #103 holding.
  • Virtue Asset Management first reported a position in BRT Apartments in Q3 2025 and has held it in 4 quarters since.
  • Virtue Asset Management's BRT Apartments position peaked at $445K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held BRT Apartments as of Q2 2026.

Based on Virtue Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.