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Institutional & Family Asset Management’s Brixmor Property Group BRX Stock Holding History

Institutional & Family Asset 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
2020
Q2 		– Sell
-5,963
Closed -$57K – 841
2020
Q1 		$57K Buy
5,963
+2,470
+71% +$44.3K 0.01% 262
2019
Q4 		$75K Buy
3,493
+806
+30% +$17.2K 0.02% 280
2019
Q3 		$55K Buy
+2,687
New +$50.5K 0.01% 284

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's BRX Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Brixmor Property Group (BRX) in Q2 2020, closing a stake of 5,963 shares — an estimated $57K sold.

Institutional & Family Asset Management first reported a position in BRX in Q3 2019 and held it in 3 quarters. The position peaked at $75K in Q4 2019. 306 funds tracked by Wall St. Rank hold BRX as of Q2 2020.

  • Institutional & Family Asset Management reported no remaining Brixmor Property Group position as of Q2 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 5,963 Brixmor Property Group shares in Q2 2020, an estimated $57K.
  • Institutional & Family Asset Management first reported a position in Brixmor Property Group in Q3 2019 and held it in 3 quarters.
  • Institutional & Family Asset Management's Brixmor Property Group position peaked at $75K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.