Position in BRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,530
+$2,730 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#400
of 474 holders
Holding Since
Dec 2023
11 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, 2026Heritage Wealth Advisors holds $291,830 across 6 REIT - Retail names. BRX ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,900 | $88,407 | |
| 2 | O |
Realty Income Corp
|
1,083 | $67,102 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,750 | $52,237 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
1,250 | $44,250 | |
| 5 | BRX |
Brixmor Property Group Inc.
This page
|
1,000 | $31,530 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
400 | $8,304 |
All Filings in BRX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,530 | 1,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,800 | 1,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,220 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,144 | 800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,832 | 800 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,240 | 800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,488 | 700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,502 | 700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,163 | 700 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $16,415 | 700 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $16,289 | 700 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||