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Tortoise Investment Management’s Brixmor Property Group BRX Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-16
Closed -$443 – 396
2025
Q3 		$443 Buy
+16
New +$428 ﹤0.01% 1196

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Tortoise Investment Management's BRX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Brixmor Property Group (BRX) in Q4 2025, closing a stake of 16 shares — an estimated $443 sold.

Tortoise Investment Management first reported a position in BRX in Q3 2025 and held it in 1 quarter. The position peaked at $443 in Q3 2025. 425 funds tracked by Wall St. Rank hold BRX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Brixmor Property Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 16 Brixmor Property Group shares in Q4 2025, an estimated $443.
  • Tortoise Investment Management first reported a position in Brixmor Property Group in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Brixmor Property Group position peaked at $443 in Q3 2025.
  • 425 funds tracked by Wall St. Rank held Brixmor Property Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.