BRT β€” BRT REALTY TRUST

Ownership history in Oppenheimer & Close, LLC  Β·  50 quarters on record

AI Ownership Summary

Oppenheimer & Close, LLC reported BRT REALTY TRUST (BRT) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.7% in 2023 Q4. The latest visible filing shows BRT at 3.78% 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 Oppenheimer & Close, LLC's position in BRT REALTY TRUST, 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 3.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.7% 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 Oppenheimer & Close, LLC held BRT β€” position size vs. price
% of Fund (quarterly)    BRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 377,672 +33,913 +9.9% 3.78% $5.6M 2026-02-14 (Est.) $14.23
2025 Q3 ADDED 343,759 +3,750 +1.1% 3.64% $5.4M 2025-11-10 $14.01
2025 Q2 REDUCED 340,009 -370 -0.1% 4.07% $5.3M 2025-08-12 $14.35
2025 Q1 REDUCED 340,379 -6,875 -2.0% 4.77% $5.8M 2025-04-29 $14.58
2024 Q4 REDUCED 347,254 -340 -0.1% 5.15% $6.3M 2025-02-11 $16.37
2024 Q3 REDUCED 347,594 -85 -0.0% 4.90% $6.1M 2024-10-17 $15.95
2024 Q2 REDUCED 347,679 -95 -0.0% 5.33% $6.1M 2024-07-25 $17.35
2024 Q1 ADDED 347,774 +11,287 +3.4% 5.07% $5.8M 2024-05-07 $16.52
2023 Q4 UNCHANGED 336,487 β€” 0% 5.70% $6.3M 2024-02-08 $14.28
41 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% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Oppenheimer & Close, LLC and BRT

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

How long has Oppenheimer & Close, LLC reported owning BRT?

Oppenheimer & Close, LLC reported BRT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BRT position in Oppenheimer & Close, LLC's portfolio?

The largest reported portfolio weight for BRT was 5.70% in 2023 Q4.

What is the latest reported BRT position on this page?

The most recent filing on this page is 2025 Q4, when Oppenheimer & Close, LLC reported 377,672 shares, equal to 3.78% of portfolio, with an estimated market value of $5.6M.

What does the chart on this BRT ownership page compare?

The chart compares Oppenheimer & Close, LLC'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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