MassMutual Private Wealth & Trust, FSB BRT — BRT Apartments Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  9 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported BRT Apartments Corp (BRT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows BRT at 0.00% 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.

What this BRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in BRT Apartments Corp, 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
2026 Q1

BRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

BRT stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held BRT — position size vs. price
% of Fund (quarterly)    BRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 414 -16 -3.7% 0.00% $6K 2026-04-13 $14.11
2025 Q4 ADDED — — — 430 +48 +12.6% 0.00% $6K 2026-01-07 $14.45
2025 Q3 REDUCED 8.4% -4.6% ✅ 382 -35 -8.4% 0.00% $6K 2025-10-22 $14.49
2025 Q2 ADDED — — — 417 +35 +9.2% 0.00% $7K 2025-07-09 $15.06
2025 Q1 UNCHANGED — — — 382 — 0% 0.00% $6K 2025-04-01 $15.53
2024 Q4 ADDED — — — 382 +366 +2287.5% 0.00% $7K 2025-01-16 $16.37
2024 Q3 UNCHANGED — — — 16 — 0% 0.00% $281 2024-10-02 $16.31
2024 Q2 UNCHANGED — — — 16 — 0% 0.00% $280 2024-07-02 $15.40
2024 Q1 INITIATED — — — 16 — — 0.00% $269 2024-04-09 $15.65

🏢 Other funds also holding BRT

As of 2026 Q1 — sorted by position size

Oppenheimer & Close, LLC 3Y 7Y 3.41% Silverberg Bernstein Capital Management LLC 1.14% Permanens Capital L.P. 3Y 7Y 0.35% VIRTUE ASSET MANAGEMENT LLC 0.18% Capital Square, LLC 3Y 0.14% ALTFEST L J & CO INC 3Y 7Y 0.12% Lesa Sroufe & Co 3Y 7Y 0.12% SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.06% WEALTH ALLIANCE, LLC 3Y 0.06% Brookwood Investment Group LLC 0.03%

FAQ About MassMutual Private Wealth & Trust, FSB and BRT

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

How long has MassMutual Private Wealth & Trust, FSB reported owning BRT?

MassMutual Private Wealth & Trust, FSB reported BRT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BRT position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for BRT was 0.00% in 2024 Q4.

What is the latest reported BRT position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 414 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this BRT ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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.

How well did MassMutual Private Wealth & Trust, FSB time their BRT position?

Based on 13F filing dates vs. subsequent BRT price moves, MassMutual Private Wealth & Trust, FSB correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on BRT relative to SPY over the holding period was -18.3%.

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