Avion Wealth’s Brixmor Property Group BRX Stock Holding History

Avion Wealth’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 Q3	$1K	Buy	59 +3	+5%	+$90	﹤0.01%	1166
2026 Q2	$1K	Buy	56 +33	+143%	+$1.01K	﹤0.01%	1194
2026 Q1	$0	Hold	23	–	–	﹤0.01%	1264
2025 Q4	$0	Hold	23	–	–	﹤0.01%	1258
2025 Q3	$0	Hold	23	–	–	﹤0.01%	1231
2025 Q2	$0	Hold	23	–	–	﹤0.01%	1199
2025 Q1	$0	Buy	+23	New	+$612	﹤0.01%	1041
2024 Q4	–	Sell	-23	Closed	–	–	1024
2024 Q3	$0	Hold	23	–	–	﹤0.01%	1021
2024 Q2	$0	Buy	+23	New	+$509	﹤0.01%	931
2024 Q1	–	Sell	-24	Closed	-$1K	–	1154
2023 Q4	$1K	Sell	24 -75	-76%	-$1.62K	﹤0.01%	707
2023 Q3	$2K	Buy	99 +75	+313%	+$1.66K	﹤0.01%	459
2023 Q2	$0	Buy	24 +2	+9%	+$42	﹤0.01%	735
2023 Q1	$0	Buy	+22	New	+$490	﹤0.01%	553

Other funds holding BRX

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

ACMI

AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Avion Wealth's BRX Position: Q3 2026 in Review

Avion Wealth increased its Brixmor Property Group (BRX) stake by 5.4% in Q3 2026, buying an estimated $90 and bringing the position to 59 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Avion Wealth first reported a position in BRX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2K in Q3 2023. 245 funds tracked by Wall St. Rank hold BRX as of Q3 2026.

Avion Wealth held 59 shares of Brixmor Property Group worth $1K as of Q3 2026.
Avion Wealth bought 3 Brixmor Property Group shares in Q3 2026, an estimated $90.
Brixmor Property Group made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1166 holding.
Avion Wealth first reported a position in Brixmor Property Group in Q1 2023 and has held it in 13 quarters since.
Avion Wealth's Brixmor Property Group position peaked at $2K in Q3 2023.
245 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.