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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jeppson Wealth Management's BRX Position: Q1 2026 in Review

Jeppson Wealth Management held its Brixmor Property Group (BRX) position steady in Q1 2026 at 9,675 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #183.

Jeppson Wealth Management first reported a position in BRX in Q3 2020 and has held it in 15 quarters since. 459 funds tracked by Wall St. Rank hold BRX as of Q1 2026.

Jeppson Wealth Management held 9,675 shares of Brixmor Property Group worth $279K as of Q1 2026.
Jeppson Wealth Management left its Brixmor Property Group share count unchanged in Q1 2026.
Brixmor Property Group made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #183 holding.
Jeppson Wealth Management first reported a position in Brixmor Property Group in Q3 2020 and has held it in 15 quarters since.
459 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.