WAG
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Wiser Advisor Group’s Brixmor Property Group BRX Stock Holding History

Wiser Advisor Group’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 		$24.1K Buy
838
+10
+1% +$282 0.03% 119
2025
Q4 		$21.7K Buy
828
+9
+1% +$238 0.02% 128
2025
Q3 		$22.7K Buy
+819
New +$21.9K 0.03% 131
2025
Q2 		– Sell
-801
Closed -$21.3K – 72
2025
Q1 		$21.3K Buy
801
+8
+1% +$213 0.03% 142
2024
Q4 		$22.1K Buy
793
+8
+1% +$227 0.03% 142
2024
Q3 		$21.9K Buy
785
+9
+1% +$232 0.03% 148
2024
Q2 		$17.9K Buy
776
+11
+1% +$243 0.03% 159
2024
Q1 		$18K Buy
765
+8
+1% +$181 0.03% 155
2023
Q4 		$17.6K Buy
+757
New +$16.3K 0.03% 156

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