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Avalon Trust’s Brixmor Property Group BRX Stock Holding History

Avalon Trust’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
2026
Q2 		$70.9K Hold
2,250
– – ﹤0.01% 247
2026
Q1 		$64.8K Hold
2,250
– – ﹤0.01% 259
2025
Q4 		$59K Hold
2,250
– – ﹤0.01% 257
2025
Q3 		$62.3K Buy
+2,250
New +$60.2K ﹤0.01% 289
2025
Q2 		– Sell
-2,222
Closed -$59K – 409
2025
Q1 		$59K Buy
+2,222
New +$59.1K ﹤0.01% 233

Other funds holding BRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avalon Trust's BRX Position: Q2 2026 in Review

Avalon Trust held its Brixmor Property Group (BRX) position steady in Q2 2026 at 2,250 shares worth $70.9K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Avalon Trust first reported a position in BRX in Q1 2025 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Avalon Trust held 2,250 shares of Brixmor Property Group worth $70.9K as of Q2 2026.
  • Avalon Trust left its Brixmor Property Group share count unchanged in Q2 2026.
  • Brixmor Property Group made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #247 holding.
  • Avalon Trust first reported a position in Brixmor Property Group in Q1 2025 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.