Berman Capital Advisors’s Brixmor Property Group BRX Stock Holding History

Berman Capital Advisors’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
2021 Q3	$11K	Buy	537 +1	+0.2%	+$23	﹤0.01%	1144
2021 Q2	$12K	Buy	536 +76	+17%	+$1.69K	﹤0.01%	1078
2021 Q1	$9K	Hold	460	–	–	﹤0.01%	1050
2020 Q4	$7K	Buy	460 +26	+6%	+$369	﹤0.01%	1030
2020 Q3	$5K	Buy	+434	New	+$5.24K	﹤0.01%	1022
2020 Q2	–	Sell	-244	Closed	-$2K	–	1619
2020 Q1	$2K	Buy	+244	New	+$4.37K	﹤0.01%	1104

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

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

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

CIM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's BRX Position: Q3 2021 in Review

Berman Capital Advisors increased its Brixmor Property Group (BRX) stake by 0.19% in Q3 2021, buying an estimated $23 and bringing the position to 537 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Berman Capital Advisors first reported a position in BRX in Q1 2020 and has held it in 6 quarters since. The position peaked at $12K in Q2 2021. 301 funds tracked by Wall St. Rank hold BRX as of Q3 2021.

Berman Capital Advisors held 537 shares of Brixmor Property Group worth $11K as of Q3 2021.
Berman Capital Advisors bought 1 Brixmor Property Group share in Q3 2021, an estimated $23.
Brixmor Property Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1144 holding.
Berman Capital Advisors first reported a position in Brixmor Property Group in Q1 2020 and has held it in 6 quarters since.
Berman Capital Advisors's Brixmor Property Group position peaked at $12K in Q2 2021.
301 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.