BRT β€” BRT REALTY TRUST Common Stock

Ownership history in Lesa Sroufe & Co  Β·  57 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported BRT REALTY TRUST Common Stock (BRT) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.33% in 2023 Q4. The latest visible filing shows BRT at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lesa Sroufe & Co's position in BRT REALTY TRUST Common Stock, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BRT was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lesa Sroufe & Co held BRT β€” position size vs. price
% of Fund (quarterly)    BRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 17,500 β€” 0% 0.19% $257K 2026-02-14 (Est.) $14.23
2025 Q3 UNCHANGED 17,500 β€” 0% 0.22% $274K 2025-10-23 $14.46
2025 Q2 UNCHANGED 17,500 β€” 0% 0.25% $274K 2025-07-29 $14.64
2025 Q1 UNCHANGED 17,500 β€” 0% 0.30% $297K 2025-04-18 $14.56
2024 Q3 UNCHANGED 17,500 β€” 0% 0.29% $308K 2024-10-16 $16.15
2024 Q2 UNCHANGED 17,500 β€” 0% 0.30% $306K 2024-07-09 $15.32
2024 Q1 UNCHANGED 17,500 β€” 0% 0.28% $294K 2024-05-06 $16.49
2023 Q4 UNCHANGED 17,500 β€” 0% 0.33% $325K 2024-02-01 $14.70
49 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BRT

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01%

FAQ About Lesa Sroufe & Co and BRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lesa Sroufe & Co reported owning BRT?

Lesa Sroufe & Co reported BRT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRT position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for BRT was 0.33% in 2023 Q4.

What is the latest reported BRT position on this page?

The most recent filing on this page is 2025 Q4, when Lesa Sroufe & Co reported 17,500 shares, equal to 0.19% of portfolio, with an estimated market value of $257K.

What does the chart on this BRT ownership page compare?

The chart compares Lesa Sroufe & Co's quarterly BRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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