tru Independence’s Brixmor Property Group BRX Stock Holding History

tru Independence’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	–	Sell	-130,257	Closed	-$3.42M	–	107
2025 Q4	$3.42M	Buy	130,257 +1,865	+1%	+$49.2K	0.86%	47
2025 Q3	$3.55M	Buy	128,392 +1,832	+1%	+$49K	0.92%	47
2025 Q2	$3.3M	Buy	126,560 +916	+0.7%	+$23.3K	0.95%	46
2025 Q1	$3.34M	Buy	125,644 +5,675	+5%	+$151K	1.04%	46
2024 Q4	$3.34M	Sell	119,969 -6,812	-5%	-$193K	1.05%	41
2024 Q3	$3.53M	Sell	126,781 -3,939	-3%	-$102K	1.03%	47
2024 Q2	$3.02M	Buy	130,720 +5,960	+5%	+$132K	0.91%	50
2024 Q1	$2.93M	Buy	124,760 +1,650	+1%	+$37.4K	0.86%	49
2023 Q4	$2.86M	Buy	123,110 +47,875	+64%	+$1.03M	0.87%	53
2023 Q3	$1.56M	Buy	75,235 +4,150	+6%	+$92K	0.54%	58
2023 Q2	$1.56M	Buy	71,085 +4,725	+7%	+$98.6K	0.52%	56
2023 Q1	$1.43M	Buy	66,360 +22,900	+53%	+$510K	0.46%	58
2022 Q4	$985K	Buy	43,460 +5,700	+15%	+$122K	0.32%	64
2022 Q3	$697K	Buy	37,760 +13,000	+53%	+$281K	0.25%	70
2022 Q2	$500K	Buy	24,760 +4,200	+20%	+$99.3K	0.16%	91
2022 Q1	$531K	Buy	+20,560	New	+$519K	0.14%	99

Other funds holding BRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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 $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return