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Lee Financial’s Brixmor Property Group BRX Stock Holding History

Lee Financial’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
-15
Closed -$340 – 817
2022
Q4 		$340 Sell
15
-180
-92% -$3.85K ﹤0.01% 848
2022
Q3 		$3K Sell
195
-72
-27% -$1.55K ﹤0.01% 607
2022
Q2 		$5K Buy
267
+15
+6% +$355 ﹤0.01% 546
2022
Q1 		$7K Hold
252
– – ﹤0.01% 479
2021
Q4 		$6K Hold
252
– – ﹤0.01% 567
2021
Q3 		$6K Hold
252
– – ﹤0.01% 474
2021
Q2 		$6K Buy
+252
New +$5.62K ﹤0.01% 447

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

Lee Financial's BRX Position: Q1 2023 in Review

Lee Financial sold out of Brixmor Property Group (BRX) in Q1 2023, closing a stake of 15 shares — an estimated $340 sold.

Lee Financial first reported a position in BRX in Q2 2021 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 298 funds tracked by Wall St. Rank hold BRX as of Q1 2023.

  • Lee Financial reported no remaining Brixmor Property Group position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 15 Brixmor Property Group shares in Q1 2023, an estimated $340.
  • Lee Financial first reported a position in Brixmor Property Group in Q2 2021 and held it in 7 quarters.
  • Lee Financial's Brixmor Property Group position peaked at $7K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.