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True Wealth Design’s Brixmor Property Group BRX Stock Holding History

True Wealth Design’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 		$6.62K Buy
210
+79
+60% +$2.41K ﹤0.01% 1212
2026
Q1 		$3.77K Sell
131
-49
-27% -$1.38K ﹤0.01% 1314
2025
Q4 		$4.71K Buy
180
+19
+12% +$502 ﹤0.01% 1109
2025
Q3 		$4.45K Sell
161
-237
-60% -$6.34K ﹤0.01% 1122
2025
Q2 		$10.4K Buy
398
+262
+193% +$6.66K ﹤0.01% 568
2025
Q1 		$3.61K Buy
+136
New +$3.62K ﹤0.01% 791

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

True Wealth Design's BRX Position: Q2 2026 in Review

True Wealth Design increased its Brixmor Property Group (BRX) stake by 60% in Q2 2026, buying an estimated $2.41K and bringing the position to 210 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

True Wealth Design first reported a position in BRX in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q2 2025. 478 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

  • True Wealth Design held 210 shares of Brixmor Property Group worth $6.62K as of Q2 2026.
  • True Wealth Design bought 79 Brixmor Property Group shares in Q2 2026, an estimated $2.41K.
  • Brixmor Property Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1212 holding.
  • True Wealth Design first reported a position in Brixmor Property Group in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Brixmor Property Group position peaked at $10.4K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.