Position in BRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$507,033
+$134,185 QoQ
Shares Held
16,081
+13.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#288
of 474 holders
Holding Since
Mar 2025
5 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, 2026IFG Advisory, LLC holds $4,373,755 across 11 REIT - Retail names. BRX ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,332 | $3,242,490 | |
| 2 | BRX |
Brixmor Property Group Inc.
This page
|
16,081 | $507,033 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,800 | $402,570 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
2,638 | $93,385 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
1,010 | $42,036 | |
| 6 | SKT |
Tanger Inc.
|
750 | $29,602 | |
| 7 | REG |
Regency Centers Corp
|
283 | $22,566 | |
| 8 | KRG |
Kite Realty Group Trust
|
706 | $20,036 |
All Filings in BRX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,033 | 16,081 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $372,848 | 14,220 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $350,539 | 12,664 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $227,225 | 8,726 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $227,055 | 8,552 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||