PWM
BRX icon

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
Q2 		$1.45M Buy
46,090
+4,073
+10% +$124K 0.02% 475
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
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

Perigon Wealth Management's BRX Position: Q2 2026 in Review

Perigon Wealth Management increased its Brixmor Property Group (BRX) stake by 9.7% in Q2 2026, buying an estimated $124K and bringing the position to 46,090 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #475.

Perigon Wealth Management first reported a position in BRX in Q1 2024 and has held it in 10 quarters since. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Perigon Wealth Management held 46,090 shares of Brixmor Property Group worth $1.45M as of Q2 2026.
  • Perigon Wealth Management bought 4,073 Brixmor Property Group shares in Q2 2026, an estimated $124K.
  • Brixmor Property Group made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #475 holding.
  • Perigon Wealth Management first reported a position in Brixmor Property Group in Q1 2024 and has held it in 10 quarters since.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.