Covestor’s Brixmor Property Group BRX Stock Holding History

Covestor’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	$17K	Sell	574 -224	-28%	-$6.32K	0.01%	1171
2025 Q4	$21K	Buy	798 +228	+40%	+$6.02K	0.01%	1262
2025 Q3	$16K	Sell	570 -31	-5%	-$830	0.01%	1356
2025 Q2	$16K	Sell	601 -5	-0.8%	-$127	0.01%	1324
2025 Q1	$16K	Buy	606 +4	+0.7%	+$106	0.01%	1260
2024 Q4	$17K	Buy	602 +2	+0.3%	+$57	0.01%	1266
2024 Q3	$17K	Sell	600 -986	-62%	-$25.5K	0.01%	1263
2024 Q2	$37K	Buy	1,586 +3	+0.2%	+$66	0.02%	977
2024 Q1	$37K	Buy	1,583 +28	+2%	+$635	0.02%	990
2023 Q4	$36K	Buy	1,555 +6	+0.4%	+$129	0.02%	978
2023 Q3	$32K	Sell	1,549 -3	-0.2%	-$66	0.02%	951
2023 Q2	$34K	Sell	1,552 -27	-2%	-$563	0.03%	930
2023 Q1	$34K	Sell	1,579 -115	-7%	-$2.56K	0.03%	851
2022 Q4	$38K	Sell	1,694 -2	-0.1%	-$43	0.03%	830
2022 Q3	$31K	Buy	1,696 +22	+1%	+$475	0.03%	876
2022 Q2	$34K	Sell	1,674 -166	-9%	-$3.93K	0.03%	844
2022 Q1	$47K	Buy	1,840 +1,159	+170%	+$29.3K	0.03%	822
2021 Q4	$17K	Buy	+681	New	+$16.3K	0.02%	891

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