WT
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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
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
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