Wealth Enhancement Advisory Services
BRX icon

Wealth Enhancement Advisory Services’s Brixmor Property Group BRX Stock Holding History

Wealth Enhancement Advisory Services’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 		$442K Buy
15,296
+2,934
+24% +$82.8K ﹤0.01% 2423
2025
Q4 		$321K Sell
12,362
-1,238
-9% -$32.7K ﹤0.01% 2863
2025
Q3 		$365K Buy
13,600
+785
+6% +$21K ﹤0.01% 2620
2025
Q2 		$333K Buy
12,815
+3,055
+31% +$77.6K ﹤0.01% 2561
2025
Q1 		$259K Buy
9,760
+1,540
+19% +$41K ﹤0.01% 2555
2024
Q4 		$229K Sell
8,220
-538
-6% -$15.3K ﹤0.01% 2594
2024
Q3 		$244K Sell
8,758
-882
-9% -$22.8K ﹤0.01% 2320
2024
Q2 		$223K Buy
9,640
+481
+5% +$10.6K ﹤0.01% 2209
2024
Q1 		$215K Buy
+9,159
New +$208K ﹤0.01% 2145

Other funds holding BRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return