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Clearstead Trust’s Brixmor Property Group BRX Stock Holding History

Clearstead Trust’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 		$15.3K Buy
484
+276
+133% +$8.42K ﹤0.01% 521
2026
Q1 		$5.99K Sell
208
-51
-20% -$1.44K ﹤0.01% 715
2025
Q4 		$6.79K Buy
259
+230
+793% +$6.07K ﹤0.01% 691
2025
Q3 		$803 Buy
+29
New +$776 ﹤0.01% 1280
2025
Q2 		– Sell
-107
Closed -$2.84K – 1499
2025
Q1 		$2.84K Buy
+107
New +$2.85K ﹤0.01% 720

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

Clearstead Trust's BRX Position: Q2 2026 in Review

Clearstead Trust increased its Brixmor Property Group (BRX) stake by 133% in Q2 2026, buying an estimated $8.42K and bringing the position to 484 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Clearstead Trust first reported a position in BRX in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Clearstead Trust held 484 shares of Brixmor Property Group worth $15.3K as of Q2 2026.
  • Clearstead Trust bought 276 Brixmor Property Group shares in Q2 2026, an estimated $8.42K.
  • Brixmor Property Group made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #521 holding.
  • Clearstead Trust first reported a position in Brixmor Property Group in Q1 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.