Filing Research | BRT - BRT APARTMENTS CORP Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	Silverberg Bernstein Capital Management LLC	Shares	157.6KSH	$2.4M
2	Curated Wealth Partners LLC	Shares	500.0KSH	$490.6K
3	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	29.5KSH	$453.2K
4	Brookwood Investment Group LLC	Shares	21.5KSH	$330.1K
5	Abacus Planning Group, Inc.	Shares	13.5KSH	$207.2K
6	Police & Firemen's Retirement System of New Jersey	Shares	4.7KSH	$72.9K
7	Founders Capital Management	Shares	1.5KSH	$23.1K
8	GAMMA Investing LLC	Shares	780SH	$12.0K
9	IFP Advisors, Inc	Shares	722SH	$11.1K
10	Ares Financial Consulting, LLC	Shares	496SH	$7.6K
11	MassMutual Private Wealth & Trust, FSB	Shares	445SH	$6.8K
12	Pflug Koory, LLC	Shares	340SH	$5.2K
13	Allied Private Wealth LLC	Shares	193SH	$2.9K
14	Physician Wealth Advisors, Inc.	Shares	73SH	$1.1K
15	EverSource Wealth Advisors, LLC	Shares	60SH	$923
16	Farther Finance Advisors, LLC	Shares	20SH	$307
17	True Wealth Design, LLC	Shares	18SH	$277
18	Lesa Sroufe & Co	Shares	13.5KSH	$207
19	Fortitude Family Office, LLC	Shares	8SH	$123
20	State of Alaska, Department of Revenue	Shares	5.3KSH	$80
21	SJS Investment Consulting Inc.	Shares	3SH	$47

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+500.0K	+$490.6K	$490.6K
2	Silverberg Bernstein Capital Management LLC added	Shares	+1.8K	+$344.3K	$2.4M
3	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+500	+$66.5K	$453.2K
4	Brookwood Investment Group LLC added	Shares	+1.0K	+$57.5K	$330.1K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+3.0K	+$50.3K	$72.9K
6	Abacus Planning Group, Inc. unchanged	Shares	0	+$27.4K	$207.2K
7	GAMMA Investing LLC added	Shares	+282	+$5.3K	$12.0K
8	Founders Capital Management unchanged	Shares	0	+$3.0K	$23.1K
9	IFP Advisors, Inc added	Shares	+22	+$1.8K	$11.1K
10	MassMutual Private Wealth & Trust, FSB added	Shares	+31	+$1.3K	$6.8K
11	Physician Wealth Advisors, Inc. new	Shares	+73	+$1.1K	$1.1K
12	Ares Financial Consulting, LLC unchanged	Shares	0	+$928	$7.6K
13	Pflug Koory, LLC unchanged	Shares	0	+$690	$5.2K
14	EverSource Wealth Advisors, LLC added	Shares	+38	+$630	$923
15	Farther Finance Advisors, LLC added	Shares	+15	+$239	$307
16	True Wealth Design, LLC added	Shares	+15	+$236	$277
17	Fortitude Family Office, LLC new	Shares	+8	+$123	$123
18	SJS Investment Consulting Inc. new	Shares	+3	+$47	$47
19	Lesa Sroufe & Co unchanged	Shares	0	+$27	$207
20	State of Alaska, Department of Revenue unchanged	Shares	0	+$11	$80