Creative Planning
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Creative Planning’s Brixmor Property Group BRX Stock Holding History

Creative Planning’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 		$11.8M Buy
374,520
+143,283
+62% +$4.37M 0.01% 767
2026
Q1 		$6.66M Buy
231,237
+150,219
+185% +$4.24M ﹤0.01% 977
2025
Q4 		$2.12M Buy
81,018
+43,008
+113% +$1.14M ﹤0.01% 1689
2025
Q3 		$1.05M Buy
38,010
+20,307
+115% +$544K ﹤0.01% 2064
2025
Q2 		$461K Buy
17,703
+1,348
+8% +$34.3K ﹤0.01% 2534
2025
Q1 		$434K Sell
16,355
-2,140
-12% -$56.9K ﹤0.01% 2421
2024
Q4 		$515K Buy
18,495
+3,004
+19% +$85.2K ﹤0.01% 2195
2024
Q3 		$432K Buy
15,491
+876
+6% +$22.6K ﹤0.01% 2235
2024
Q2 		$337K Buy
14,615
+396
+3% +$8.76K ﹤0.01% 2260
2024
Q1 		$333K Buy
14,219
+4,044
+40% +$91.7K ﹤0.01% 2163
2023
Q4 		$237K Buy
+10,175
New +$219K ﹤0.01% 2283
2023
Q3 		– Sell
-11,435
Closed -$252K – 2925
2023
Q2 		$252K Sell
11,435
-849
-7% -$17.7K ﹤0.01% 2041
2023
Q1 		$264K Buy
+12,284
New +$273K ﹤0.01% 1907
2021
Q2 		– Sell
-41,114
Closed -$832K – 2137
2021
Q1 		$832K Buy
41,114
+293
+0.7% +$5.49K ﹤0.01% 1137
2020
Q4 		$676K Sell
40,821
-2,070
-5% -$29.4K ﹤0.01% 1145
2020
Q3 		$501K Buy
+42,891
New +$518K ﹤0.01% 1131
2017
Q2 		– Sell
-66
Closed -$1K – 4628
2017
Q1 		$1K Sell
66
-10,224
-99% -$238K ﹤0.01% 4408
2016
Q4 		$251K Sell
10,290
-547
-5% -$13.6K ﹤0.01% 1285
2016
Q3 		$301K Buy
10,837
+10,296
+1,903% +$286K ﹤0.01% 1181
2016
Q2 		$14K Buy
541
+5
+0.9% +$128 ﹤0.01% 3012
2016
Q1 		$14K Buy
536
+5
+0.9% +$123 ﹤0.01% 2998
2015
Q4 		$14K Hold
531
– – ﹤0.01% 3058
2015
Q3 		$12K Buy
+531
New +$12.6K ﹤0.01% 3063

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

Creative Planning's BRX Position: Q2 2026 in Review

Creative Planning increased its Brixmor Property Group (BRX) stake by 62% in Q2 2026, buying an estimated $4.37M and bringing the position to 374,520 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #767.

Creative Planning first reported a position in BRX in Q3 2015 and has held it in 23 quarters since. 478 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Creative Planning held 374,520 shares of Brixmor Property Group worth $11.8M as of Q2 2026.
  • Creative Planning bought 143,283 Brixmor Property Group shares in Q2 2026, an estimated $4.37M.
  • Brixmor Property Group made up 0.01% of Creative Planning's portfolio in Q2 2026, its #767 holding.
  • Creative Planning first reported a position in Brixmor Property Group in Q3 2015 and has held it in 23 quarters since.
  • 478 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.