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GeoWealth Management’s Brixmor Property Group BRX Stock Holding History

GeoWealth Management’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 		$269K Buy
9,355
+206
+2% +$5.82K 0.01% 647
2025
Q4 		$240K Sell
9,149
-572
-6% -$15.1K 0.01% 629
2025
Q3 		$269K Buy
9,721
+265
+3% +$7.09K 0.01% 619
2025
Q2 		$246K Sell
9,456
-2,481
-21% -$63K 0.01% 600
2025
Q1 		$317K Buy
11,937
+830
+7% +$22.1K 0.01% 538
2024
Q4 		$309K Buy
11,107
+2,657
+31% +$75.3K 0.01% 614
2024
Q3 		$235K Sell
8,450
-163
-2% -$4.21K 0.01% 668
2024
Q2 		$199K Sell
8,613
-4,562
-35% -$101K 0.01% 692
2024
Q1 		$309K Buy
+13,175
New +$299K 0.01% 566

Other funds holding BRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GeoWealth Management's BRX Position: Q1 2026 in Review

GeoWealth Management increased its Brixmor Property Group (BRX) stake by 2.3% in Q1 2026, buying an estimated $5.82K and bringing the position to 9,355 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #647.

GeoWealth Management first reported a position in BRX in Q1 2024 and has held it in 9 quarters since. The position peaked at $317K in Q1 2025. 459 funds tracked by Wall St. Rank hold BRX as of Q1 2026.

  • GeoWealth Management held 9,355 shares of Brixmor Property Group worth $269K as of Q1 2026.
  • GeoWealth Management bought 206 Brixmor Property Group shares in Q1 2026, an estimated $5.82K.
  • Brixmor Property Group made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #647 holding.
  • GeoWealth Management first reported a position in Brixmor Property Group in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Brixmor Property Group position peaked at $317K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.