Carson Wealth (CWM LLC)’s Brixmor Property Group BRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $102K | Buy |
3,533
+865
| +32% | +$24.4K | ﹤0.01% | 3254 |
|
|
2025
Q4 | $70K | Sell |
2,668
-2,118
| -44% | -$55.9K | ﹤0.01% | 3351 |
|
|
2025
Q3 | $132K | Buy |
4,786
+130
| +3% | +$3.48K | ﹤0.01% | 2761 |
|
|
2025
Q2 | $121K | Sell |
4,656
-1,583
| -25% | -$40.2K | ﹤0.01% | 2562 |
|
|
2025
Q1 | $166K | Buy |
6,239
+4,581
| +276% | +$122K | ﹤0.01% | 2050 |
|
|
2024
Q4 | $46K | Buy |
1,658
+466
| +39% | +$13.2K | ﹤0.01% | 2858 |
|
|
2024
Q3 | $33K | Buy |
1,192
+373
| +46% | +$9.63K | ﹤0.01% | 3011 |
|
|
2024
Q2 | $19K | Buy |
819
+24
| +3% | +$531 | ﹤0.01% | 3135 |
|
|
2024
Q1 | $19K | Sell |
795
-88
| -10% | -$2K | ﹤0.01% | 2928 |
|
|
2023
Q4 | $21K | Sell |
883
-90
| -9% | -$1.94K | ﹤0.01% | 2734 |
|
|
2023
Q3 | $20K | Buy |
973
+526
| +118% | +$11.7K | ﹤0.01% | 2674 |
|
|
2023
Q2 | $10K | Sell |
447
-251
| -36% | -$5.24K | ﹤0.01% | 3063 |
|
|
2023
Q1 | $15K | Sell |
698
-302
| -30% | -$6.72K | ﹤0.01% | 2680 |
|
|
2022
Q4 | $23K | Buy |
1,000
+153
| +18% | +$3.27K | ﹤0.01% | 2261 |
|
|
2022
Q3 | $16K | Buy |
847
+541
| +177% | +$11.7K | ﹤0.01% | 2367 |
|
|
2022
Q2 | $6K | Buy |
306
+152
| +99% | +$3.6K | ﹤0.01% | 2855 |
|
|
2022
Q1 | $4K | Buy |
154
+51
| +50% | +$1.29K | ﹤0.01% | 2903 |
|
|
2021
Q4 | $3K | Buy |
+103
| New | +$2.47K | ﹤0.01% | 2946 |
|
|
2021
Q2 | $1K | Hold |
59
| – | – | ﹤0.01% | 2761 |
|
|
2021
Q1 | $1K | Hold |
59
| – | – | ﹤0.01% | 2761 |
|
|
2020
Q4 | $1K | Hold |
59
| – | – | ﹤0.01% | 2761 |
|
|
2020
Q3 | $1K | Hold |
59
| – | – | ﹤0.01% | 2761 |
|
|
2020
Q2 | $1K | Hold |
59
| – | – | ﹤0.01% | 2761 |
|
|
2020
Q1 | $1K | Hold |
59
| – | – | ﹤0.01% | 2760 |
|
|
2019
Q4 | $1K | Hold |
59
| – | – | ﹤0.01% | 2760 |
|
|
2019
Q3 | $1K | Hold |
59
| – | – | ﹤0.01% | 2760 |
|
|
2019
Q2 | $1K | Hold |
59
| – | – | ﹤0.01% | 2760 |
|
|
2019
Q1 | $1K | Sell |
59
-126
| -68% | -$2.15K | ﹤0.01% | 2760 |
|
|
2018
Q4 | $3K | Buy |
185
+143
| +340% | +$2.25K | ﹤0.01% | 1645 |
|
|
2018
Q3 | $1K | Buy |
+42
| New | +$742 | ﹤0.01% | 1623 |
|
|
2018
Q1 | – | Sell |
-362
| Closed | -$7K | – | 1417 |
|
|
2017
Q4 | $7K | Sell |
362
-111
| -23% | -$2.03K | ﹤0.01% | 973 |
|
|
2017
Q3 | $9K | Buy |
+473
| New | +$8.98K | ﹤0.01% | 910 |
|
Other funds holding BRX
CIM
Carson Wealth (CWM LLC)'s BRX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Brixmor Property Group (BRX) stake by 32% in Q1 2026, buying an estimated $24.4K and bringing the position to 3,533 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.
Carson Wealth (CWM LLC) first reported a position in BRX in Q3 2017 and has held it in 32 quarters since. The position peaked at $166K in Q1 2025. 459 funds tracked by Wall St. Rank hold BRX as of Q1 2026.
- Carson Wealth (CWM LLC) held 3,533 shares of Brixmor Property Group worth $102K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 865 Brixmor Property Group shares in Q1 2026, an estimated $24.4K.
- Brixmor Property Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3254 holding.
- Carson Wealth (CWM LLC) first reported a position in Brixmor Property Group in Q3 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Brixmor Property Group position peaked at $166K in Q1 2025.
- 459 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.