Perigon Wealth Management, LLC
Position in BRX — Brixmor Property Group Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in BRX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,453,217
+$243,128 QoQ
Shares Held
46,090
+9.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#227
of 474 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in BRX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $5,410,582 across 6 REIT - Retail names. BRX ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,223 | $1,839,073 | |
| 2 | BRX |
Brixmor Property Group Inc.
This page
|
46,090 | $1,453,217 | |
| 3 | O |
Realty Income Corp
|
19,371 | $1,200,227 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
9,968 | $352,867 | |
| 5 | MAC |
Macerich Co
|
11,916 | $300,164 | |
| 6 | NNN |
Nnn REIT, Inc.
|
5,696 | $265,034 |
All Filings in BRX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,453,217 | 46,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,210,089 | 42,017 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,058,344 | 40,364 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,152,955 | 41,653 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,007,748 | 38,700 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $910,691 | 34,301 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $947,590 | 34,037 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $955,960 | 34,313 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $643,656 | 27,876 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $507,551 | 21,644 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||