Position in BRX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,808,615
+$5,148,990 QoQ
Shares Held
374,520
+62.0% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
of 474 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Creative Planning holds $186,955,796 across 25 REIT - Retail names. BRX ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
564,624 | $34,984,102 | |
| 2 | NNN |
Nnn REIT, Inc.
|
618,874 | $28,796,206 | |
| 3 | SPG |
Simon Property Group Inc.
|
123,826 | $27,693,684 | |
| 4 | REG |
Regency Centers Corp
|
240,563 | $19,182,492 | |
| 5 | ADC |
Agree Realty Corp
|
244,958 | $18,553,118 | |
| 6 | KIM |
Kimco Realty Corp
|
555,518 | $14,082,380 | |
| 7 | FRT |
Federal Realty Investment Trust
|
111,368 | $13,747,265 | |
| 8 | BRX |
Brixmor Property Group Inc.
This page
|
374,520 | $11,808,615 |
All Filings in BRX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,808,615 | 374,520 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,659,625 | 231,237 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,124,291 | 81,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,052,116 | 38,010 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $460,986 | 17,703 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $434,225 | 16,355 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $514,900 | 18,495 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $431,579 | 15,491 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $337,460 | 14,615 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $333,435 | 14,219 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $236,772 | 10,175 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $251,570 | 11,435 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $264,351 | 12,284 | Shares | Sole | 2023-05-15 | |
| 2021-03-31 | $831,736 | 41,114 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $675,587 | 40,821 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $501,395 | 42,891 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||