Jeppson Wealth Management’s Brixmor Property Group BRX Stock Holding History

Jeppson Wealth 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 Q2	$305K	Hold	9,675	–	–	0.09%	190
2026 Q1	$279K	Hold	9,675	–	–	0.09%	183
2025 Q4	$254K	Hold	9,675	–	–	0.08%	187
2025 Q3	$268K	Hold	9,675	–	–	0.09%	185
2025 Q2	$252K	Hold	9,675	–	–	0.09%	185
2025 Q1	$257K	Hold	9,675	–	–	0.09%	171
2024 Q4	$269K	Hold	9,675	–	–	0.1%	163
2024 Q3	$270K	Hold	9,675	–	–	0.1%	167
2024 Q2	$223K	Sell	9,675 -150	-2%	-$3.32K	0.09%	180
2024 Q1	$230K	Sell	9,825 -200	-2%	-$4.54K	0.09%	180
2023 Q4	$233K	Buy	10,025 +150	+2%	+$3.23K	0.1%	175
2023 Q3	$205K	Hold	9,875	–	–	0.09%	171
2023 Q2	$217K	Sell	9,875 -150	-1%	-$3.13K	0.09%	177
2023 Q1	$216K	Buy	10,025 +800	+9%	+$17.8K	0.09%	181
2022 Q4	$209K	Buy	+9,225	New	+$197K	0.09%	188
2020 Q4	–	Sell	-700	Closed	-$8K	–	172
2020 Q3	$8K	Buy	+700	New	+$8.45K	0.01%	408

Other funds holding BRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jeppson Wealth Management's BRX Position: Q2 2026 in Review

Jeppson Wealth Management held its Brixmor Property Group (BRX) position steady in Q2 2026 at 9,675 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #190.

Jeppson Wealth Management first reported a position in BRX in Q3 2020 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

Jeppson Wealth Management held 9,675 shares of Brixmor Property Group worth $305K as of Q2 2026.
Jeppson Wealth Management left its Brixmor Property Group share count unchanged in Q2 2026.
Brixmor Property Group made up 0.09% of Jeppson Wealth Management's portfolio in Q2 2026, its #190 holding.
Jeppson Wealth Management first reported a position in Brixmor Property Group in Q3 2020 and has held it in 16 quarters since.
479 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.