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

EverSource 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 		$70.6K Sell
2,238
-524
-19% -$16K ﹤0.01% 1568
2026
Q1 		$79.5K Buy
2,762
+1,359
+97% +$38.4K ﹤0.01% 1573
2025
Q4 		$36.8K Sell
1,403
-252
-15% -$6.65K ﹤0.01% 1962
2025
Q3 		$45.8K Sell
1,655
-180
-10% -$4.82K ﹤0.01% 1774
2025
Q2 		$47.8K Buy
1,835
+557
+44% +$14.2K ﹤0.01% 1642
2025
Q1 		$33.9K Sell
1,278
-4,633
-78% -$123K ﹤0.01% 1424
2024
Q4 		$165K Buy
5,911
+5,857
+10,846% +$166K 0.01% 722
2024
Q3 		$1.5K Hold
54
– – ﹤0.01% 2619
2024
Q2 		$1.38K Hold
54
– – ﹤0.01% 2654
2024
Q1 		$1.19K Sell
54
-36
-40% -$817 ﹤0.01% 2527
2023
Q4 		$2.1K Buy
90
+67
+291% +$1.44K ﹤0.01% 2149
2023
Q3 		$478 Sell
23
-85
-79% -$1.88K ﹤0.01% 2381
2023
Q2 		$2.38K Hold
108
– – ﹤0.01% 1980
2023
Q1 		$2.32K Sell
108
-277
-72% -$6.16K ﹤0.01% 1896
2022
Q4 		$8.73K Sell
385
-72
-16% -$1.54K ﹤0.01% 1379
2022
Q3 		$8K Buy
+457
New +$9.87K ﹤0.01% 1187

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

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

EverSource Wealth Advisors reduced its Brixmor Property Group (BRX) stake by 19% in Q2 2026, selling an estimated $16K and leaving 2,238 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

EverSource Wealth Advisors first reported a position in BRX in Q3 2022 and has held it in 16 quarters since. The position peaked at $165K in Q4 2024. 479 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • EverSource Wealth Advisors held 2,238 shares of Brixmor Property Group worth $70.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 524 Brixmor Property Group shares in Q2 2026, an estimated $16K.
  • Brixmor Property Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1568 holding.
  • EverSource Wealth Advisors first reported a position in Brixmor Property Group in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Brixmor Property Group position peaked at $165K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.