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EP Wealth Advisors’s Brixmor Property Group BRX Stock Holding History

EP Wealth Advisors’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 		– Sell
-7,877
Closed -$227K – 1737
2026
Q1 		$227K Sell
7,877
-3,099
-28% -$87.5K ﹤0.01% 1337
2025
Q4 		$288K Buy
+10,976
New +$290K ﹤0.01% 1159
2025
Q2 		$274K Buy
+10,533
New +$268K ﹤0.01% 1074

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

EP Wealth Advisors's BRX Position: Q2 2026 in Review

EP Wealth Advisors sold out of Brixmor Property Group (BRX) in Q2 2026, closing a stake of 7,877 shares — an estimated $227K sold.

EP Wealth Advisors first reported a position in BRX in Q2 2025 and held it in 3 quarters. The position peaked at $288K in Q4 2025. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • EP Wealth Advisors reported no remaining Brixmor Property Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 7,877 Brixmor Property Group shares in Q2 2026, an estimated $227K.
  • EP Wealth Advisors first reported a position in Brixmor Property Group in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Brixmor Property Group position peaked at $288K in Q4 2025.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.