CIA
BRX icon

Cape Investment Advisory’s Brixmor Property Group BRX Stock Holding History

Cape Investment Advisory’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 		– Sell
-71
Closed -$1.86K – 342
2025
Q4 		$1.86K Buy
+71
New +$1.88K ﹤0.01% 1119

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cape Investment Advisory's BRX Position: Q1 2026 in Review

Cape Investment Advisory sold out of Brixmor Property Group (BRX) in Q1 2026, closing a stake of 71 shares — an estimated $1.86K sold.

Cape Investment Advisory first reported a position in BRX in Q4 2025 and held it in 1 quarter. The position peaked at $1.86K in Q4 2025. 461 funds tracked by Wall St. Rank hold BRX as of Q1 2026.

  • Cape Investment Advisory reported no remaining Brixmor Property Group position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 71 Brixmor Property Group shares in Q1 2026, an estimated $1.86K.
  • Cape Investment Advisory first reported a position in Brixmor Property Group in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's Brixmor Property Group position peaked at $1.86K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.