Perigon Wealth Management’s Brixmor Property Group BRX Stock Holding History

Perigon Wealth Management’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 Q1	$1.21M	Buy	42,017 +1,653	+4%	+$46.7K	0.02%	481
2025 Q4	$1.06M	Sell	40,364 -1,289	-3%	-$34K	0.02%	521
2025 Q3	$1.15M	Buy	41,653 +2,953	+8%	+$79K	0.02%	472
2025 Q2	$1.01M	Buy	38,700 +4,399	+13%	+$112K	0.02%	465
2025 Q1	$911K	Buy	34,301 +264	+0.8%	+$7.02K	0.02%	471
2024 Q4	$903K	Sell	34,037 -276	-0.8%	-$7.83K	0.02%	471
2024 Q3	$956K	Buy	34,313 +6,437	+23%	+$166K	0.03%	445
2024 Q2	$644K	Buy	27,876 +6,232	+29%	+$138K	0.02%	472
2024 Q1	$508K	Buy	+21,644	New	+$491K	0.02%	533

Other funds holding BRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return