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Rockefeller Financial Services’s Brixmor Property Group BRX Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$2.87M Buy
+153,746
New +$2.81M 0.05% 163
2016
Q2 		– Sell
-1,637
Closed -$42K – 493
2016
Q1 		$42K Hold
1,637
– – ﹤0.01% 439
2015
Q4 		$42K Buy
+1,637
New +$41.1K ﹤0.01% 442

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockefeller Financial Services's BRX Position: Q4 2017 in Review

Rockefeller Financial Services opened a new position in Brixmor Property Group (BRX) in Q4 2017: 153,746 shares worth $2.87M. The stake represents 0.05% of the portfolio and ranks #163 among its holdings. This is a return to the name: Rockefeller Financial Services previously reported a position in BRX as recently as Q1 2016.

Rockefeller Financial Services first reported a position in BRX in Q4 2015 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold BRX as of Q4 2017.

  • Rockefeller Financial Services held 153,746 shares of Brixmor Property Group worth $2.87M as of Q4 2017.
  • Brixmor Property Group was a new Rockefeller Financial Services position in Q4 2017.
  • Brixmor Property Group made up 0.05% of Rockefeller Financial Services's portfolio in Q4 2017, its #163 holding.
  • Rockefeller Financial Services first reported a position in Brixmor Property Group in Q4 2015 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.