Root Financial Partners
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Root Financial Partners’s Brixmor Property Group BRX Stock Holding History

Root Financial Partners’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
Q3 		$11.8K Buy
+426
New +$12.8K ﹤0.01% 1836
2026
Q2 		– Sell
-653
Closed -$18.8K – 804
2026
Q1 		$18.8K Buy
+653
New +$18.4K ﹤0.01% 1352

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Centersquare Investment Management
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Franklin Resources
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
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Root Financial Partners's BRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brixmor Property Group (BRX) in Q3 2026: 426 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1836 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BRX as recently as Q1 2026.

Root Financial Partners first reported a position in BRX in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.8K in Q1 2026. 365 funds tracked by Wall St. Rank hold BRX as of Q3 2026.

  • Root Financial Partners held 426 shares of Brixmor Property Group worth $11.8K as of Q3 2026.
  • Brixmor Property Group was a new Root Financial Partners position in Q3 2026.
  • Brixmor Property Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1836 holding.
  • Root Financial Partners first reported a position in Brixmor Property Group in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Brixmor Property Group position peaked at $18.8K in Q1 2026.
  • 365 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.