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BRT Realty Trust shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of BRT Realty Trust (BRT) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in BRT Realty Trust

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All positions including BRT Realty Trust held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BRT Realty Trust by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $29k 2.0k 14.70
2020-12-31 $50k 3.3k 15.31

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Top funds holding BRT Realty Trust

BlackRock
Vanguard Group
Oppenheimer & Close
Renaissance Technologies
Geode Capital Management
State Street Corporation
Permanens Capital
Stifel Financial
State of New Jersey Common Pension Fund D
First Manhattan
Dimensional Fund Advisors
Silverberg Bernstein Capital Management
Robeco Investment Management
Altfest L J & Co
Northern Trust

View all funds holding BRT Realty Trust