Wells Fargo
BRT

Wells Fargo’s BRT Apartments BRT Stock Holding History

Wells Fargo’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 		$66.6K Sell
4,996
-8,054
-62% -$117K ﹤0.01% 5325
2025
Q4 		$192K Buy
13,050
+3,785
+41% +$55.9K ﹤0.01% 5092
2025
Q3 		$145K Buy
9,265
+1,327
+17% +$20.7K ﹤0.01% 5113
2025
Q2 		$124K Buy
7,938
+133
+2% +$2.09K ﹤0.01% 5070
2025
Q1 		$133K Buy
7,805
+234
+3% +$4.13K ﹤0.01% 4945
2024
Q4 		$137K Buy
7,571
+1,439
+23% +$26.1K ﹤0.01% 5018
2024
Q3 		$108K Buy
6,132
+322
+6% +$5.85K ﹤0.01% 4979
2024
Q2 		$102K Buy
5,810
+910
+19% +$15.9K ﹤0.01% 4931
2024
Q1 		$82.3K Buy
4,900
+480
+11% +$8.06K ﹤0.01% 5010
2023
Q4 		$82.2K Sell
4,420
-529
-11% -$9.36K ﹤0.01% 5025
2023
Q3 		$85.5K Sell
4,949
-795
-14% -$15K ﹤0.01% 4870
2023
Q2 		$114K Buy
5,744
+2,405
+72% +$44.6K ﹤0.01% 4953
2023
Q1 		$65.9K Buy
3,339
+2,038
+157% +$41.4K ﹤0.01% 5019
2022
Q4 		$25.6K Sell
1,301
-330
-20% -$6.77K ﹤0.01% 5157
2022
Q3 		$33K Sell
1,631
-118
-7% -$2.69K ﹤0.01% 5137
2022
Q2 		$37K Sell
1,749
-16,174
-90% -$356K ﹤0.01% 5161
2022
Q1 		$429K Sell
17,923
-4,781
-21% -$107K ﹤0.01% 4517
2021
Q4 		$544K Sell
22,704
-18,049
-44% -$361K ﹤0.01% 4600
2021
Q3 		$785K Buy
40,753
+37,804
+1,282% +$700K ﹤0.01% 4400
2021
Q2 		$52K Sell
2,949
-15,590
-84% -$279K ﹤0.01% 5533
2021
Q1 		$312K Sell
18,539
-22,529
-55% -$367K ﹤0.01% 4952
2020
Q4 		$623K Buy
41,068
+10,744
+35% +$145K ﹤0.01% 4368
2020
Q3 		$357K Buy
30,324
+983
+3% +$11.4K ﹤0.01% 4599
2020
Q2 		$317K Buy
29,341
+269
+0.9% +$2.74K ﹤0.01% 4638
2020
Q1 		$298K Sell
29,072
-2,281
-7% -$35.2K ﹤0.01% 4416
2019
Q4 		$533K Buy
31,353
+8,398
+37% +$141K ﹤0.01% 4310
2019
Q3 		$335K Buy
22,955
+1,148
+5% +$16.1K ﹤0.01% 4641
2019
Q2 		$308K Buy
21,807
+971
+5% +$13.3K ﹤0.01% 4710
2019
Q1 		$289K Sell
20,836
-298
-1% -$3.92K ﹤0.01% 4642
2018
Q4 		$242K Buy
21,134
+19,676
+1,350% +$225K ﹤0.01% 4804
2018
Q3 		$18K Buy
1,458
+446
+44% +$5.75K ﹤0.01% 5847
2018
Q2 		$13K Buy
+1,012
New +$12.6K ﹤0.01% 5904
2017
Q2 		– Sell
-301
Closed -$2.41K – 6222
2017
Q1 		$2K Hold
301
– – ﹤0.01% 6153
2016
Q4 		$2K Hold
301
– – ﹤0.01% 6084
2016
Q3 		$2K Hold
301
– – ﹤0.01% 6036
2016
Q2 		$2K Buy
301
+300
+30,000% +$2.14K ﹤0.01% 5938
2016
Q1 		$0 Hold
1
– – ﹤0.01% 6205
2015
Q4 		$0 Hold
1
– – ﹤0.01% 6222
2015
Q3 		$0 Hold
1
– – ﹤0.01% 6206
2015
Q2 		$0 Sell
1
-1,000
-100% -$6.98K ﹤0.01% 6344
2015
Q1 		$7K Buy
1,001
+1
+0.1% +$7 ﹤0.01% 5736
2014
Q4 		$7K Sell
1,000
-1
-0.1% -$7 ﹤0.01% 5754
2014
Q3 		$8K Buy
1,001
+1
+0.1% +$7 ﹤0.01% 5669
2014
Q2 		$7K Buy
+1,000
New +$7.18K ﹤0.01% 5723
2014
Q1 		– Sell
-10,000
Closed -$72.4K – 5870
2013
Q4 		$71K Hold
10,000
– – ﹤0.01% 4638
2013
Q3 		$72K Hold
10,000
– – ﹤0.01% 4574
2013
Q2 		$70K Buy
+10,000
New +$72.1K ﹤0.01% 4514

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 $29.3B AUM 38.15% 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

Wells Fargo's BRT Position: Q1 2026 in Review

Wells Fargo reduced its BRT Apartments (BRT) stake by 62% in Q1 2026, selling an estimated $117K and leaving 4,996 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5325.

Wells Fargo first reported a position in BRT in Q2 2013 and has held it in 47 quarters since. The position peaked at $785K in Q3 2021. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Wells Fargo held 4,996 shares of BRT Apartments worth $66.6K as of Q1 2026.
  • Wells Fargo sold 8,054 BRT Apartments shares in Q1 2026, an estimated $117K.
  • BRT Apartments made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5325 holding.
  • Wells Fargo first reported a position in BRT Apartments in Q2 2013 and has held it in 47 quarters since.
  • Wells Fargo's BRT Apartments position peaked at $785K in Q3 2021.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.