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

Heritage 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 		$31.5K Hold
1,000
– – ﹤0.01% 386
2026
Q1 		$28.8K Hold
1,000
– – ﹤0.01% 396
2025
Q4 		$26.2K Buy
1,000
+200
+25% +$5.28K ﹤0.01% 382
2025
Q3 		$22.1K Hold
800
– – ﹤0.01% 370
2025
Q2 		$20.8K Hold
800
– – ﹤0.01% 370
2025
Q1 		$21.2K Buy
800
+100
+14% +$2.66K ﹤0.01% 367
2024
Q4 		$19.5K Hold
700
– – ﹤0.01% 389
2024
Q3 		$19.5K Hold
700
– – ﹤0.01% 400
2024
Q2 		$16.2K Hold
700
– – ﹤0.01% 392
2024
Q1 		$16.4K Hold
700
– – ﹤0.01% 408
2023
Q4 		$16.3K Buy
+700
New +$15.1K ﹤0.01% 421

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

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

Heritage Wealth Advisors held its Brixmor Property Group (BRX) position steady in Q2 2026 at 1,000 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Heritage Wealth Advisors first reported a position in BRX in Q4 2023 and has held it in 11 quarters since. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Heritage Wealth Advisors held 1,000 shares of Brixmor Property Group worth $31.5K as of Q2 2026.
  • Heritage Wealth Advisors left its Brixmor Property Group share count unchanged in Q2 2026.
  • Brixmor Property Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #386 holding.
  • Heritage Wealth Advisors first reported a position in Brixmor Property Group in Q4 2023 and has held it in 11 quarters since.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.