Cerity Partners

Cerity Partners’s Brixmor Property Group BRX Stock Holding History

Cerity Partners’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	$910K	Buy	31,591 +15,466	+96%	+$437K	﹤0.01%	1915
2025 Q4	$423K	Sell	16,125 -20,969	-57%	-$554K	﹤0.01%	2209
2025 Q3	$1.03M	Sell	37,094 -5,674	-13%	-$152K	﹤0.01%	1593
2025 Q2	$1.11M	Buy	42,768 +16,826	+65%	+$428K	﹤0.01%	1471
2025 Q1	$689K	Buy	25,942 +6,336	+32%	+$168K	﹤0.01%	1599
2024 Q4	$546K	Sell	19,606 -6,957	-26%	-$197K	﹤0.01%	1713
2024 Q3	$740K	Buy	26,563 +6,817	+35%	+$176K	﹤0.01%	1557
2024 Q2	$456K	Sell	19,746 -15,055	-43%	-$333K	﹤0.01%	1585
2024 Q1	$816K	Buy	+34,801	New	+$789K	﹤0.01%	1366
2022 Q4	–	Sell	-15,993	Closed	-$295K	–	1490
2022 Q3	$295K	Sell	15,993 -364	-2%	-$7.86K	﹤0.01%	896
2022 Q2	$330K	Buy	16,357 +8,385	+105%	+$198K	﹤0.01%	872
2022 Q1	$206K	Buy	+7,972	New	+$201K	﹤0.01%	860
2021 Q1	–	Sell	-11,650	Closed	-$193K	–	704
2020 Q4	$193K	Buy	+11,650	New	+$166K	0.01%	606

Other funds holding BRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return