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 Q3	$8.2K	Buy	297 +87	+41%	+$2.61K	﹤0.01%	1157
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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

True Wealth Design's BRX Position: Q3 2026 in Review

True Wealth Design increased its Brixmor Property Group (BRX) stake by 41% in Q3 2026, buying an estimated $2.61K and bringing the position to 297 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

True Wealth Design first reported a position in BRX in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.4K in Q2 2025. 34 funds tracked by Wall St. Rank hold BRX as of Q3 2026.

True Wealth Design held 297 shares of Brixmor Property Group worth $8.2K as of Q3 2026.
True Wealth Design bought 87 Brixmor Property Group shares in Q3 2026, an estimated $2.61K.
Brixmor Property Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1157 holding.
True Wealth Design first reported a position in Brixmor Property Group in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Brixmor Property Group position peaked at $10.4K in Q2 2025.
34 funds tracked by Wall St. Rank held Brixmor Property Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.