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Cassaday & Co Wealth Management’s Brixmor Property Group BRX Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$28.8K Hold
913
– – ﹤0.01% 715
2026
Q1 		$26.3K Buy
+913
New +$25.8K ﹤0.01% 740

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cassaday & Co Wealth Management's BRX Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Brixmor Property Group (BRX) position steady in Q2 2026 at 913 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Cassaday & Co Wealth Management first reported a position in BRX in Q1 2026 and has held it in 2 quarters since. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Cassaday & Co Wealth Management held 913 shares of Brixmor Property Group worth $28.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Brixmor Property Group share count unchanged in Q2 2026.
  • Brixmor Property Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #715 holding.
  • Cassaday & Co Wealth Management first reported a position in Brixmor Property Group in Q1 2026 and has held it in 2 quarters since.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.