Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Brixmor Property Group BRX Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-25,351
Closed -$702K – 558
2025
Q3 		$702K Buy
25,351
+429
+2% +$11.5K ﹤0.01% 927
2025
Q2 		$649K Buy
24,922
+282
+1% +$7.17K ﹤0.01% 902
2025
Q1 		$654K Buy
24,640
+267
+1% +$7.1K ﹤0.01% 843
2024
Q4 		$679K Buy
24,373
+239
+1% +$6.78K ﹤0.01% 817
2024
Q3 		$672K Buy
24,134
+273
+1% +$7.05K ﹤0.01% 707
2024
Q2 		$551K Sell
23,861
-2,168
-8% -$48K ﹤0.01% 639
2024
Q1 		$610K Buy
26,029
+312
+1% +$7.08K 0.01% 478
2023
Q4 		$598K Buy
25,717
+315
+1% +$6.78K 0.01% 315
2023
Q3 		$528K Buy
25,402
+290
+1% +$6.43K 0.01% 328
2023
Q2 		$552K Buy
+25,112
New +$524K 0.01% 336

Other funds holding BRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Kovitz Investment Group Partners's BRX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Brixmor Property Group (BRX) in Q4 2025, closing a stake of 25,351 shares — an estimated $702K sold.

Kovitz Investment Group Partners first reported a position in BRX in Q2 2023 and held it in 10 quarters. The position peaked at $702K in Q3 2025. 425 funds tracked by Wall St. Rank hold BRX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Brixmor Property Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 25,351 Brixmor Property Group shares in Q4 2025, an estimated $702K.
  • Kovitz Investment Group Partners first reported a position in Brixmor Property Group in Q2 2023 and held it in 10 quarters.
  • Kovitz Investment Group Partners's Brixmor Property Group position peaked at $702K in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.