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BRT Realty Trust shares owned by True Wealth Design

Quarter-by-quarter ownership of BRT Realty Trust (BRT) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in BRT Realty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BRT Realty Trust by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $16 1 16.00
2025-03-31 $34 2 17.00

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View all positions for True Wealth Design

Top funds holding BRT Realty Trust

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

View all funds holding BRT Realty Trust