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

Capital Advisors Ltd’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
2024
Q2 		– Sell
-5
Closed – – 1398
2024
Q1 		$0 Buy
+5
New +$113 ﹤0.01% 1369
2023
Q2 		– Sell
-78
Closed -$2K – 1306
2023
Q1 		$2K Buy
+78
New +$1.74K ﹤0.01% 872
2022
Q4 		– Sell
-8
Closed – – 1244
2022
Q3 		$0 Buy
+8
New +$173 ﹤0.01% 1255
2020
Q4 		– Sell
-483
Closed -$6K – 446
2020
Q3 		$6K Hold
483
– – ﹤0.01% 403
2020
Q2 		$6K Hold
483
– – ﹤0.01% 399
2020
Q1 		$5K Buy
+483
New +$8.66K ﹤0.01% 406

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Advisors Ltd's BRX Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Brixmor Property Group (BRX) in Q2 2024, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in BRX in Q1 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2020. 347 funds tracked by Wall St. Rank hold BRX as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Brixmor Property Group position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 Brixmor Property Group shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Brixmor Property Group in Q1 2020 and held it in 6 quarters.
  • Capital Advisors Ltd's Brixmor Property Group position peaked at $6K in Q3 2020.
  • 347 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.