AE Wealth Management’s Brixmor Property Group BRX Stock Holding History

AE Wealth Management’s Portfolio BRX Stock Details BRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-20,245	Closed	-$460K	–	1252
2023 Q4	$460K	Buy	20,245 +6,621	+49%	+$143K	﹤0.01%	1482
2023 Q3	$283K	Buy	+13,624	New	+$302K	﹤0.01%	1635
2022 Q1	–	Sell	-12,665	Closed	-$322K	–	1682
2021 Q4	$322K	Sell	12,665 -171	-1%	-$4.1K	﹤0.01%	1419
2021 Q3	$284K	Sell	12,836 -135	-1%	-$3.1K	﹤0.01%	1378
2021 Q2	$297K	Sell	12,971 -6,523	-33%	-$145K	﹤0.01%	1347
2021 Q1	$394K	Sell	19,494 -7,938	-29%	-$149K	﹤0.01%	1135
2020 Q4	$454K	Sell	27,432 -400	-1%	-$5.68K	0.01%	996
2020 Q3	$325K	Buy	27,832 +11,189	+67%	+$135K	﹤0.01%	1017
2020 Q2	$213K	Buy	+16,643	New	+$188K	﹤0.01%	1134
2020 Q1	–	Sell	-11,010	Closed	-$238K	–	1126
2019 Q4	$238K	Buy	+11,010	New	+$235K	0.01%	995

Other funds holding BRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AE Wealth Management's BRX Position: Q1 2024 in Review

AE Wealth Management sold out of Brixmor Property Group (BRX) in Q1 2024, closing a stake of 20,245 shares — an estimated $460K sold.

AE Wealth Management first reported a position in BRX in Q4 2019 and held it in 10 quarters. The position peaked at $460K in Q4 2023. 336 funds tracked by Wall St. Rank hold BRX as of Q1 2024.

AE Wealth Management reported no remaining Brixmor Property Group position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 20,245 Brixmor Property Group shares in Q1 2024, an estimated $460K.
AE Wealth Management first reported a position in Brixmor Property Group in Q4 2019 and held it in 10 quarters.
AE Wealth Management's Brixmor Property Group position peaked at $460K in Q4 2023.
336 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.