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Summit Trail Advisors’s Brixmor Property Group BRX Stock Holding History

Summit Trail Advisors’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 		$1.41M Buy
44,575
+2,735
+7% +$83.5K 0.02% 832
2026
Q1 		$1.2M Buy
41,840
+17,184
+70% +$485K 0.02% 847
2025
Q4 		$646K Buy
24,656
+3,863
+19% +$102K 0.01% 1006
2025
Q3 		$576K Buy
+20,793
New +$557K 0.01% 1038
2025
Q2 		– Sell
-12,198
Closed -$324K – 1122
2025
Q1 		$324K Buy
12,198
+4,971
+69% +$132K 0.01% 314
2024
Q4 		$201K Buy
+7,227
New +$205K 0.01% 355
2018
Q1 		– Sell
-853
Closed -$15K – 595
2017
Q4 		$15K Buy
+853
New +$15.6K ﹤0.01% 1116

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

Summit Trail Advisors's BRX Position: Q2 2026 in Review

Summit Trail Advisors increased its Brixmor Property Group (BRX) stake by 6.5% in Q2 2026, buying an estimated $83.5K and bringing the position to 44,575 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #832.

Summit Trail Advisors first reported a position in BRX in Q4 2017 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • Summit Trail Advisors held 44,575 shares of Brixmor Property Group worth $1.41M as of Q2 2026.
  • Summit Trail Advisors bought 2,735 Brixmor Property Group shares in Q2 2026, an estimated $83.5K.
  • Brixmor Property Group made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #832 holding.
  • Summit Trail Advisors first reported a position in Brixmor Property Group in Q4 2017 and has held it in 7 quarters since.
  • 480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.