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Kula Investments’s Brixmor Property Group BRX Stock Holding History

Kula Investments’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
2023
Q1 		– Sell
-34,660
Closed -$786K – 624
2022
Q4 		$786K Buy
+34,660
New +$742K 0.23% 98

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kula Investments's BRX Position: Q1 2023 in Review

Kula Investments sold out of Brixmor Property Group (BRX) in Q1 2023, closing a stake of 34,660 shares — an estimated $786K sold.

Kula Investments first reported a position in BRX in Q4 2022 and held it in 1 quarter. The position peaked at $786K in Q4 2022. 298 funds tracked by Wall St. Rank hold BRX as of Q1 2023.

  • Kula Investments reported no remaining Brixmor Property Group position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 34,660 Brixmor Property Group shares in Q1 2023, an estimated $786K.
  • Kula Investments first reported a position in Brixmor Property Group in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Brixmor Property Group position peaked at $786K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.