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

SHP 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 		$37.9K Buy
1,316
+15
+1% +$423 ﹤0.01% 559
2025
Q4 		$34.1K Buy
+1,301
New +$34.4K ﹤0.01% 570

Other funds holding BRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SHP Wealth Management's BRX Position: Q1 2026 in Review

SHP Wealth Management increased its Brixmor Property Group (BRX) stake by 1.2% in Q1 2026, buying an estimated $423 and bringing the position to 1,316 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

SHP Wealth Management first reported a position in BRX in Q4 2025 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold BRX as of Q1 2026.

  • SHP Wealth Management held 1,316 shares of Brixmor Property Group worth $37.9K as of Q1 2026.
  • SHP Wealth Management bought 15 Brixmor Property Group shares in Q1 2026, an estimated $423.
  • Brixmor Property Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #559 holding.
  • SHP Wealth Management first reported a position in Brixmor Property Group in Q4 2025 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held Brixmor Property Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.