VIRTUE ASSET MANAGEMENT LLC BRT — BRT APARTMENTS CORP

Ownership history in VIRTUE ASSET MANAGEMENT LLC  ·  4 quarters on record

AI Ownership Summary

VIRTUE ASSET MANAGEMENT LLC reported BRT APARTMENTS CORP (BRT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.37% in 2025 Q3. The latest visible filing shows BRT at 0.15% 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 VIRTUE ASSET MANAGEMENT LLC'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 Q2

BRT was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 VIRTUE ASSET MANAGEMENT LLC fund profile VIRTUE ASSET MANAGEMENT LLC full holdings
How VIRTUE ASSET MANAGEMENT LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 14,280 -2,858 -16.7% 0.15% $219K 2026-07-29 $15.11
2026 Q1 REDUCED 39.2% +16.8% ❌ 17,138 -11,066 -39.2% 0.18% $229K 2026-05-12 $14.32
2025 Q4 REDUCED — — — 28,204 -218 -0.8% 0.33% $415K 2026-02-10 $14.27
2025 Q3 INITIATED — — — 28,422 — — 0.37% $445K 2025-11-14 $13.84

🏢 Other funds also holding BRT

As of 2026 Q2 — sorted by position size

Silverberg Bernstein Capital Management LLC 0.93% Lesa Sroufe & Co 3Y 7Y 0.15% ALTFEST L J & CO INC 3Y 7Y 0.13% Curated Wealth Partners LLC 3Y 0.06% SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.06% Brookwood Investment Group LLC 0.04% Root Financial Partners, LLC 3Y 0.03% Abacus Planning Group, Inc. 3Y 7Y 0.03% Founders Capital Management 3Y 7Y 0.01% WEDBUSH SECURITIES INC 3Y 7Y 0.01%

FAQ About VIRTUE ASSET MANAGEMENT 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 VIRTUE ASSET MANAGEMENT LLC reported owning BRT?

VIRTUE ASSET MANAGEMENT LLC reported BRT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BRT position in VIRTUE ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for BRT was 0.37% in 2025 Q3.

What is the latest reported BRT position on this page?

The most recent filing on this page is 2026 Q2, when VIRTUE ASSET MANAGEMENT LLC reported 14,280 shares, equal to 0.15% of portfolio, with an estimated market value of $219K.

What does the chart on this BRT ownership page compare?

The chart compares VIRTUE ASSET MANAGEMENT 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.

How well did VIRTUE ASSET MANAGEMENT LLC time their BRT position?

Based on 13F filing dates vs. subsequent BRT price moves, VIRTUE ASSET MANAGEMENT LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BRT relative to SPY over the holding period was -0.4%.

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