Position in BRX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$15,093,907
+$236,869 QoQ
Shares Held
524,094
-7.5% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BRX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $359,128,433 across 21 REIT - Retail names. BRX ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,000,103 | $122,366,301 | |
| 2 | SPG |
Simon Property Group Inc.
|
325,424 | $60,701,338 | |
| 3 | KIM |
Kimco Realty Corp
|
1,852,756 | $41,631,427 | |
| 4 | ADC |
Agree Realty Corp
|
352,943 | $26,604,843 | |
| 5 | BRX |
Brixmor Property Group Inc.
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|
524,094 | $15,093,907 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
360,641 | $11,468,383 | |
| 7 | NNN |
Nnn REIT, Inc.
|
256,283 | $10,771,574 | |
| 8 | FRT |
Federal Realty Investment Trust
|
94,179 | $10,002,751 |
All Filings in BRX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,093,907 | 524,094 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,857,038 | 566,630 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,736,781 | 496,271 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,433,136 | 477,463 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $12,977,002 | 488,776 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,035,998 | 396,408 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,420,385 | 338,133 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,542,574 | 283,351 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,042,291 | 257,667 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,377,469 | 274,064 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,581,295 | 76,097 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,674,046 | 76,093 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,608,408 | 400,019 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,808,045 | 79,755 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,096,600 | 59,372 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,380,080 | 68,287 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,807,267 | 70,022 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,643,696 | 64,687 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $775,198 | 35,061 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $788,423 | 34,444 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $626,725 | 30,980 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $586,796 | 35,456 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $378,767 | 32,401 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $417,329 | 32,553 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $883,243 | 92,973 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||