PFA
BRX icon

Peak Financial Advisors’s Brixmor Property Group BRX Stock Holding History

Peak Financial 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 		$3.46M Buy
109,600
+20,130
+22% +$614K 1.43% 19
2026
Q1 		$2.58M Buy
89,470
+3,918
+5% +$111K 1.14% 28
2025
Q4 		$2.24M Buy
85,552
+59,340
+226% +$1.57M 1.01% 30
2025
Q3 		$726K Buy
26,212
+7,429
+40% +$199K 0.35% 48
2025
Q2 		$489K Buy
+18,783
New +$477K 0.25% 62

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

Peak Financial Advisors's BRX Position: Q2 2026 in Review

Peak Financial Advisors increased its Brixmor Property Group (BRX) stake by 22% in Q2 2026, buying an estimated $614K and bringing the position to 109,600 shares worth $3.46M. The position accounts for 1.43% of the portfolio, ranked #19.

Peak Financial Advisors first reported a position in BRX in Q2 2025 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Peak Financial Advisors held 109,600 shares of Brixmor Property Group worth $3.46M as of Q2 2026.
  • Peak Financial Advisors bought 20,130 Brixmor Property Group shares in Q2 2026, an estimated $614K.
  • Brixmor Property Group made up 1.43% of Peak Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Peak Financial Advisors first reported a position in Brixmor Property Group in Q2 2025 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.