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Mount Yale Investment Advisors’s Brixmor Property Group BRX Stock Holding History

Mount Yale Investment Advisors’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 		$508K Buy
16,114
+1,482
+10% +$45.2K 0.01% 779
2026
Q1 		$421K Buy
14,632
+1,167
+9% +$32.9K 0.01% 772
2025
Q4 		$353K Buy
13,465
+321
+2% +$8.48K 0.02% 546
2025
Q3 		$364K Buy
13,144
+13,084
+21,807% +$350K 0.03% 476
2025
Q2 		$1.56K Buy
+60
New +$1.52K ﹤0.01% 1358

Other funds holding BRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's BRX Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Brixmor Property Group (BRX) stake by 10% in Q2 2026, buying an estimated $45.2K and bringing the position to 16,114 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #779.

Mount Yale Investment Advisors first reported a position in BRX in Q2 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Mount Yale Investment Advisors held 16,114 shares of Brixmor Property Group worth $508K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,482 Brixmor Property Group shares in Q2 2026, an estimated $45.2K.
  • Brixmor Property Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #779 holding.
  • Mount Yale Investment Advisors first reported a position in Brixmor Property Group in Q2 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.