Private Wealth Management Group, LLC
Position in BRT — BRT Apartments Corp.
CIK 2011342
PRINCETON, NJ
Position in BRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,164
+$749 QoQ
Shares Held
336
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 109 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Private Wealth Management Group, LLC holds $40,350 across 11 REIT - Residential names. BRT ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
203 | $13,789 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
42 | $5,835 | |
| 3 | BRT |
BRT Apartments Corp.
This page
|
336 | $5,164 | |
| 4 | INVH |
Invitation Homes Inc.
|
145 | $4,380 | |
| 5 | AVB |
Avalonbay Communities Inc
|
47 | $3,207 | |
| 6 | UDR |
UDR, Inc.
|
76 | $3,033 | |
| 7 | CSR |
Centerspace
|
34 | $1,910 | |
| 8 | CPT |
Camden Property Trust
|
10 | $1,144 |
All Filings in BRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,164 | 336 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,415 | 331 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $602 | 41 | Shares | Sole | 2026-01-23 | |
| 2023-12-31 | $1,096 | 59 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||