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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

NAG

Northstar Advisory Group Northfield, New Jersey $322M AUM 36.79% 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. 48 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.
48 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.