Whittier Trust’s Brixmor Property Group BRX Stock Holding History

Whittier Trust’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	$11.8K	Hold	381	–	–	﹤0.01%	1116
2026 Q1	$11K	Hold	381	–	–	﹤0.01%	1109
2025 Q4	$9.89K	Hold	381	–	–	﹤0.01%	1135
2025 Q3	$10.2K	Hold	381	–	–	﹤0.01%	1121
2025 Q2	$9.92K	Buy	+381	New	+$9.68K	﹤0.01%	1237
2020 Q3	–	Sell	-6,300	Closed	-$81K	–	1431
2020 Q2	$81K	Hold	6,300	–	–	﹤0.01%	712
2020 Q1	$60K	Buy	+6,300	New	+$113K	﹤0.01%	766
2015 Q3	–	Sell	-2,000	Closed	-$46K	–	1172
2015 Q2	$46K	Buy	+2,000	New	+$48.8K	﹤0.01%	751

Other funds holding BRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Whittier Trust's BRX Position: Q2 2026 in Review

Whittier Trust held its Brixmor Property Group (BRX) position steady in Q2 2026 at 381 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Whittier Trust first reported a position in BRX in Q2 2015 and has held it in 8 quarters since. The position peaked at $81K in Q2 2020. 480 funds tracked by Wall St. Rank hold BRX as of Q2 2026.

Whittier Trust held 381 shares of Brixmor Property Group worth $11.8K as of Q2 2026.
Whittier Trust left its Brixmor Property Group share count unchanged in Q2 2026.
Brixmor Property Group made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1116 holding.
Whittier Trust first reported a position in Brixmor Property Group in Q2 2015 and has held it in 8 quarters since.
Whittier Trust's Brixmor Property Group position peaked at $81K in Q2 2020.
480 funds tracked by Wall St. Rank held Brixmor Property Group as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.