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Carolina Wealth Advisors’s Brixmor Property Group BRX Stock Holding History

Carolina Wealth 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
2026
Q1 		– Sell
-59
Closed -$1.55K – 287
2025
Q4 		$1.55K Buy
+59
New +$1.56K ﹤0.01% 243

Other funds holding BRX

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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

Carolina Wealth Advisors's BRX Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Brixmor Property Group (BRX) in Q1 2026, closing a stake of 59 shares — an estimated $1.55K sold.

Carolina Wealth Advisors first reported a position in BRX in Q4 2025 and held it in 1 quarter. The position peaked at $1.55K in Q4 2025. 461 funds tracked by Wall St. Rank hold BRX as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Brixmor Property Group position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 59 Brixmor Property Group shares in Q1 2026, an estimated $1.55K.
  • Carolina Wealth Advisors first reported a position in Brixmor Property Group in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Brixmor Property Group position peaked at $1.55K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.