Position in BRT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$798,025
+$105,813 QoQ
Shares Held
51,921
+0.1% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#20
of 109 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Root Financial Partners, LLC holds $798,025 across 1 REIT - Residential name. BRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRT |
BRT Apartments Corp.
This page
|
51,921 | $798,025 |
All Filings in BRT
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,025 | 51,921 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $692,212 | 51,890 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $762,783 | 51,890 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||