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UCFA
United Capital Financial Advisors’s
Brixmor Property Group
BRX
Stock Holding History
United Capital Financial 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
Q1
$427K
Sell
14,832
-1,428
-9%
-$40.3K
﹤0.01%
1146
2025
Q4
$426K
Buy
16,260
+7,213
+80%
+$190K
﹤0.01%
1029
2025
Q3
$250K
Sell
9,047
-783
-8%
-$21K
﹤0.01%
1077
2025
Q2
$256K
Sell
9,830
-421
-4%
-$10.7K
﹤0.01%
975
2025
Q1
$272K
Sell
10,251
-115
-1%
-$3.06K
﹤0.01%
922
2024
Q4
$289K
Sell
10,366
-5,343
-34%
-$151K
﹤0.01%
898
2024
Q3
$438K
Sell
15,709
-213
-1%
-$5.5K
﹤0.01%
760
2024
Q2
$368K
Sell
15,922
-339
-2%
-$7.5K
﹤0.01%
788
2024
Q1
$381K
Sell
16,261
-1,083
-6%
-$24.6K
﹤0.01%
804
2023
Q4
$404K
Buy
17,344
+72
+0.4%
+$1.55K
﹤0.01%
779
2023
Q3
$359K
Sell
17,272
-2,905
-14%
-$64.4K
﹤0.01%
701
2023
Q2
$444K
Buy
20,177
+2,680
+15%
+$55.9K
﹤0.01%
695
2023
Q1
$377K
Buy
17,497
+3,743
+27%
+$83.3K
﹤0.01%
774
2022
Q4
$312K
Buy
+13,754
New
+$294K
﹤0.01%
877
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$5.7T AUM
30.48%
1-Year Est. Return
VPM
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$1.91T AUM
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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$4.04T AUM
CIM
Centersquare Investment Management
Conshohocken, Pennsylvania
$9.67B AUM
5.55%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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