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BCWM
Bartlett & Co Wealth Management’s
Brixmor Property Group
BRX
Stock Holding History
Bartlett & Co 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
2026
Q1
$233K
Hold
7,800
–
–
﹤0.01%
432
2025
Q4
$205K
Hold
7,800
–
–
﹤0.01%
448
2025
Q3
$216K
Hold
7,800
–
–
﹤0.01%
436
2025
Q2
$203K
Hold
7,800
–
–
﹤0.01%
442
2025
Q1
$207K
Hold
7,800
–
–
﹤0.01%
440
2024
Q4
$217K
Sell
7,800
-22,200
-74%
-$629K
﹤0.01%
429
2024
Q3
$836K
Sell
30,000
-5,980
-17%
-$154K
0.01%
278
2024
Q2
$831K
Sell
35,980
-1,500
-4%
-$33.2K
0.01%
276
2024
Q1
$879K
Sell
37,480
-1,500
-4%
-$34K
0.01%
276
2023
Q4
$923K
Sell
38,980
-100
-0.3%
-$2.15K
0.02%
283
2023
Q3
$812K
Sell
39,080
-1,900
-5%
-$42.1K
0.01%
291
2023
Q2
$902K
Buy
+40,980
New
+$855K
0.02%
283
2018
Q3
–
Sell
-338
Closed
-$5.89K
–
709
2018
Q2
$5.89K
Buy
+338
New
+$5.25K
﹤0.01%
628
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1-Year Est. Return
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1-Year Est. Return
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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