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Next Financial Group’s Brixmor Property Group BRX Stock Holding History

Next Financial Group’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
2021
Q4 		$494K Buy
19,432
+9,010
+86% +$216K 0.03% 552
2021
Q3 		$230K Buy
+10,422
New +$239K 0.02% 776

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Next Financial Group's BRX Position: Q4 2021 in Review

Next Financial Group increased its Brixmor Property Group (BRX) stake by 86% in Q4 2021, buying an estimated $216K and bringing the position to 19,432 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #552.

Next Financial Group first reported a position in BRX in Q3 2021 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold BRX as of Q4 2021.

  • Next Financial Group held 19,432 shares of Brixmor Property Group worth $494K as of Q4 2021.
  • Next Financial Group bought 9,010 Brixmor Property Group shares in Q4 2021, an estimated $216K.
  • Brixmor Property Group made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #552 holding.
  • Next Financial Group first reported a position in Brixmor Property Group in Q3 2021 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.