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BRT Realty Trust shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of BRT Realty Trust (BRT) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in BRT Realty Trust

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All positions including BRT Realty Trust held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BRT Realty Trust by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $602 41 14.71
2023-12-31 $1.1k 59 18.59

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust State Street Spd (MDYV)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Private Wealth Management Group

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