WG
BRT

Winton Group’s BRT Apartments BRT Stock Holding History

Winton 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
2021
Q3 		– Sell
-10,505
Closed -$182K – 1344
2021
Q2 		$182K Sell
10,505
-2,081
-17% -$37.2K 0.01% 1357
2021
Q1 		$212K Sell
12,586
-2,624
-17% -$42.8K 0.01% 1260
2020
Q4 		$231K Sell
15,210
-35,553
-70% -$479K 0.02% 1139
2020
Q3 		$598K Sell
50,763
-17,657
-26% -$205K 0.02% 1043
2020
Q2 		$740K Buy
68,420
+26,925
+65% +$275K 0.02% 1089
2020
Q1 		$425K Buy
41,495
+13,658
+49% +$211K 0.01% 1078
2019
Q4 		$472K Sell
27,837
-8,036
-22% -$135K 0.01% 1253
2019
Q3 		$523K Buy
+35,873
New +$502K 0.01% 1073

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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

Winton Group's BRT Position: Q3 2021 in Review

Winton Group sold out of BRT Apartments (BRT) in Q3 2021, closing a stake of 10,505 shares — an estimated $182K sold.

Winton Group first reported a position in BRT in Q3 2019 and held it in 8 quarters. The position peaked at $740K in Q2 2020. 75 funds tracked by Wall St. Rank hold BRT as of Q3 2021.

  • Winton Group reported no remaining BRT Apartments position as of Q3 2021 after selling out during the quarter.
  • Winton Group sold 10,505 BRT Apartments shares in Q3 2021, an estimated $182K.
  • Winton Group first reported a position in BRT Apartments in Q3 2019 and held it in 8 quarters.
  • Winton Group's BRT Apartments position peaked at $740K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held BRT Apartments as of Q3 2021.

Based on Winton Group's 13F filing for Q3 2021, filed 28 Oct 2021.