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INVST’s Brixmor Property Group BRX Stock Holding History

INVST’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
2024
Q1 		– Sell
-31,322
Closed -$704K – 250
2023
Q4 		$704K Sell
31,322
-2,291
-7% -$49.3K 0.09% 129
2023
Q3 		$698K Sell
33,613
-4,333
-11% -$96K 0.1% 118
2023
Q2 		$835K Sell
37,946
-2,378
-6% -$49.6K 0.12% 96
2023
Q1 		$842K Sell
40,324
-633
-2% -$14.1K 0.13% 93
2022
Q4 		$964K Sell
40,957
-1,152
-3% -$24.7K 0.15% 82
2022
Q3 		$779K Buy
42,109
+10,278
+32% +$222K 0.13% 94
2022
Q2 		$745K Buy
31,831
+12,295
+63% +$291K 0.12% 106
2022
Q1 		$457K Buy
19,536
+54
+0.3% +$1.36K 0.08% 122
2021
Q4 		$477K Buy
+19,482
New +$468K 0.07% 120

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

INVST's BRX Position: Q1 2024 in Review

INVST sold out of Brixmor Property Group (BRX) in Q1 2024, closing a stake of 31,322 shares — an estimated $704K sold.

INVST first reported a position in BRX in Q4 2021 and held it in 9 quarters. The position peaked at $964K in Q4 2022. 336 funds tracked by Wall St. Rank hold BRX as of Q1 2024.

  • INVST reported no remaining Brixmor Property Group position as of Q1 2024 after selling out during the quarter.
  • INVST sold 31,322 Brixmor Property Group shares in Q1 2024, an estimated $704K.
  • INVST first reported a position in Brixmor Property Group in Q4 2021 and held it in 9 quarters.
  • INVST's Brixmor Property Group position peaked at $964K in Q4 2022.
  • 336 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.