Corient Private Wealth
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Corient Private Wealth’s Brixmor Property Group BRX Stock Holding History

Corient Private Wealth’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 		$578K Sell
20,632
-17,392
-46% -$491K ﹤0.01% 1953
2025
Q4 		$892K Buy
38,024
+25,723
+209% +$679K ﹤0.01% 1945
2025
Q3 		$340K Sell
12,301
-832
-6% -$22.3K ﹤0.01% 2045
2025
Q2 		$342K Sell
13,133
-6,989
-35% -$178K ﹤0.01% 1920
2025
Q1 		$534K Buy
20,122
+3,468
+21% +$92.2K ﹤0.01% 1563
2024
Q4 		$464K Buy
16,654
+1,446
+10% +$41K ﹤0.01% 1666
2024
Q3 		$424K Buy
15,208
+89
+0.6% +$2.3K ﹤0.01% 1834
2024
Q2 		$349K Buy
15,119
+720
+5% +$15.9K ﹤0.01% 1818
2024
Q1 		$338K Buy
14,399
+853
+6% +$19.3K ﹤0.01% 1829
2023
Q4 		$315K Sell
13,546
-12,088
-47% -$260K ﹤0.01% 1839
2023
Q3 		$533K Buy
25,634
+942
+4% +$20.9K ﹤0.01% 1466
2023
Q2 		$543K Buy
+24,692
New +$515K ﹤0.01% 1414

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VPM
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VCM
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CIM
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Franklin Resources
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Invesco
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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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return