WEALTH ALLIANCE, LLC

Position in BRT — BRT Apartments Corp.

CIK 1793904 MELLVILLE, NY

Position in BRT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$604,969

-$92,854 QoQ

Shares Held

45,350

-4.5% QoQ

Ownership

0.241%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

WEALTH ALLIANCE, LLC holds $1,206,913 across 2 REIT - Residential names. BRT ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BRT	BRT Apartments Corp. This page	45,350	$604,969
2	AVB	Avalonbay Communities Inc	3,685	$601,944

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$604,969	45,350	-4.5%	Shares	Sole	2026-05-14
2025-12-31	$697,823	47,471	0.0%	Shares	Sole	2026-02-13
2025-09-30	$743,395	47,471	-2.1%	Shares	Sole	2025-11-07
2025-06-30	$758,086	48,471	0.0%	Shares	Sole	2025-08-08
2025-03-31	$824,007	48,471	-26.1%	Shares	Sole	2025-05-05
2024-12-31	$1,183,146	65,621	+141.7%	Shares	Sole	2025-02-03
2024-09-30	$477,226	27,146	0.0%	Shares	Sole	2024-11-04
2024-06-30	$474,240	27,146	+2.6%	Shares	Sole	2024-08-09
2024-03-31	$444,612	26,465	+31.5%	Shares	Sole	2024-05-10
2023-12-31	$374,049	20,121	+0.5%	Shares	Sole	2024-01-30
2023-09-30	$345,728	20,019	+0.4%	Shares	Sole	2023-11-09
2023-06-30	$394,633	19,931	-9.8%	Shares	Sole	2023-08-02
2023-03-31	$435,673	22,093	+42.5%	Shares	Sole	2023-05-11
2022-12-31	$304,537	15,506	+0.5%	Shares	Sole	2023-02-13
2022-09-30	$313,261	15,424	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$329,850	15,349	+0.4%	Shares	Sole	2022-10-11
2022-03-31	$366,429	15,287	+20.2%	Shares	Sole	2022-05-10
2021-12-31	$305,224	12,723	+0.6%	Shares	Sole	2022-02-14
2021-09-30	$243,814	12,646	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$217,929	12,568	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.