WA
BRT

Wealth Alliance’s BRT Apartments BRT Stock Holding History

Wealth Alliance’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 		$605K Sell
45,350
-2,121
-4% -$30.8K 0.06% 256
2025
Q4 		$698K Hold
47,471
– – 0.07% 248
2025
Q3 		$743K Sell
47,471
-1,000
-2% -$15.6K 0.08% 221
2025
Q2 		$758K Hold
48,471
– – 0.08% 214
2025
Q1 		$824K Sell
48,471
-17,150
-26% -$303K 0.1% 185
2024
Q4 		$1.18M Buy
65,621
+38,475
+142% +$698K 0.14% 142
2024
Q3 		$477K Hold
27,146
– – 0.06% 272
2024
Q2 		$474K Buy
27,146
+681
+3% +$11.9K 0.06% 262
2024
Q1 		$445K Buy
26,465
+6,344
+32% +$107K 0.06% 293
2023
Q4 		$374K Buy
20,121
+102
+0.5% +$1.8K 0.05% 321
2023
Q3 		$346K Buy
20,019
+88
+0.4% +$1.66K 0.05% 315
2023
Q2 		$395K Sell
19,931
-2,162
-10% -$40.1K 0.06% 301
2023
Q1 		$436K Buy
22,093
+6,587
+42% +$134K 0.07% 264
2022
Q4 		$305K Buy
15,506
+82
+0.5% +$1.68K 0.05% 347
2022
Q3 		$313K Buy
15,424
+75
+0.5% +$1.71K 0.06% 312
2022
Q2 		$330K Buy
15,349
+62
+0.4% +$1.37K 0.06% 296
2022
Q1 		$366K Buy
15,287
+2,564
+20% +$57.6K 0.07% 286
2021
Q4 		$305K Buy
12,723
+77
+0.6% +$1.54K 0.06% 325
2021
Q3 		$244K Buy
12,646
+78
+0.6% +$1.45K 0.05% 362
2021
Q2 		$218K Buy
+12,568
New +$225K 0.05% 395

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

Wealth Alliance's BRT Position: Q1 2026 in Review

Wealth Alliance reduced its BRT Apartments (BRT) stake by 4.5% in Q1 2026, selling an estimated $30.8K and leaving 45,350 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #256.

Wealth Alliance first reported a position in BRT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2024. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Wealth Alliance held 45,350 shares of BRT Apartments worth $605K as of Q1 2026.
  • Wealth Alliance sold 2,121 BRT Apartments shares in Q1 2026, an estimated $30.8K.
  • BRT Apartments made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #256 holding.
  • Wealth Alliance first reported a position in BRT Apartments in Q2 2021 and has held it in 20 quarters since.
  • Wealth Alliance's BRT Apartments position peaked at $1.18M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.