Burney Company’s Brixmor Property Group BRX Stock Holding History

Burney Company’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	$1.51M	Sell	52,391 -12,578	-19%	-$355K	0.05%	261
2025 Q4	$1.7M	Buy	64,969 +1,632	+3%	+$43.1K	0.05%	268
2025 Q3	$1.75M	Sell	63,337 -3,408	-5%	-$91.2K	0.06%	249
2025 Q2	$1.74M	Sell	66,745 -1,181	-2%	-$30K	0.06%	248
2025 Q1	$1.8M	Buy	67,926 +1,052	+2%	+$28K	0.07%	225
2024 Q4	$1.86M	Sell	66,874 -1,567	-2%	-$44.4K	0.07%	227
2024 Q3	$1.91M	Buy	68,441 +754	+1%	+$19.5K	0.07%	225
2024 Q2	$1.56M	Sell	67,687 -2,444	-3%	-$54.1K	0.06%	252
2024 Q1	$1.64M	Buy	70,131 +5,222	+8%	+$118K	0.06%	267
2023 Q4	$1.51M	Buy	64,909 +1,378	+2%	+$29.7K	0.06%	273
2023 Q3	$1.32M	Sell	63,531 -667	-1%	-$14.8K	0.06%	274
2023 Q2	$1.41M	Buy	64,198 +8,978	+16%	+$187K	0.06%	279
2023 Q1	$1.19M	Sell	55,220 -1,681	-3%	-$37.4K	0.06%	290
2022 Q4	$1.29M	Buy	56,901 +764	+1%	+$16.4K	0.07%	267
2022 Q3	$1.04M	Sell	56,137 -5,721	-9%	-$124K	0.06%	291
2022 Q2	$1.25M	Buy	61,858 +2,043	+3%	+$48.3K	0.07%	272
2022 Q1	$1.54M	Sell	59,815 -4,475	-7%	-$113K	0.07%	273
2021 Q4	$1.63M	Sell	64,290 -5,172	-7%	-$124K	0.07%	263
2021 Q3	$1.54M	Sell	69,462 -1,179	-2%	-$27.1K	0.07%	251
2021 Q2	$1.62M	Buy	70,641 +8,490	+14%	+$189K	0.08%	257
2021 Q1	$1.26M	Buy	+62,151	New	+$1.16M	0.06%	284

Other funds holding BRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Franklin Resources

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return