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BRT Realty Trust shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth Advisors investment in BRT Realty Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in BRT Realty Trust by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $230k 12k 19.80
2023-03-31 $250k 13k 19.70
2022-12-31 $257k 13k 19.63
2022-09-30 $252k 12k 20.30
2022-06-30 $267k 12k 21.51
2022-03-31 $249k 10k 23.99

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Top funds holding BRT Realty Trust

Vanguard Group
Oppenheimer & Close
State of New Jersey Common Pension Fund D
Dimensional Fund Advisors
Robeco Investment Management
Relative Value Partners
Bank of New York Mellon
Stifel Financial
Altfest L J & Co
AQR Capital Management
Man Group
Mason Capital Partners
Silverberg Bernstein Capital Management
Citadel Advisors
Next Capital Management

View all funds holding BRT Realty Trust