JEPPSON WEALTH MANAGEMENT, LLC

Position in BRX — Brixmor Property Group Inc.

CIK 1831263 MANHATTAN BEACH, CA

Position in BRX

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$278,640

+$24,962 QoQ

Shares Held

9,675

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $5,395,387 across 7 REIT - Retail names. BRX ranks #7 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	10,164	$1,895,890
2	NNN	Nnn REIT, Inc.	25,007	$1,051,044
3	O	Realty Income Corp	13,048	$798,276
4	FRT	Federal Realty Investment Trust	6,708	$712,456
5	KIM	Kimco Realty Corp	16,730	$375,923
6	PINE	Alpine Income Property Trust, Inc.	15,731	$283,158
7	BRX	Brixmor Property Group Inc. This page	9,675	$278,640

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$278,640	9,675	0.0%	Shares	Sole	2026-04-14
2025-12-31	$253,678	9,675	0.0%	Shares	Sole	2026-01-27
2025-09-30	$267,804	9,675	0.0%	Shares	Sole	2025-10-15
2025-06-30	$251,937	9,675	0.0%	Shares	Sole	2025-07-15
2025-03-31	$256,871	9,675	0.0%	Shares	Sole	2025-04-24
2024-12-31	$269,352	9,675	0.0%	Shares	Sole	2025-01-22
2024-09-30	$269,545	9,675	0.0%	Shares	Sole	2024-11-05
2024-06-30	$223,395	9,675	-1.5%	Shares	Sole	2024-08-05
2024-03-31	$230,396	9,825	-2.0%	Shares	Sole	2024-04-17
2023-12-31	$233,281	10,025	+1.5%	Shares	Sole	2024-01-11
2023-09-30	$205,202	9,875	0.0%	Shares	Sole	2023-10-25
2023-06-30	$217,250	9,875	-1.5%	Shares	Sole	2023-07-31
2023-03-31	$215,738	10,025	+8.7%	Shares	Sole	2023-04-28
2022-12-31	$209,130	9,225	+1217.9%	Shares	Sole	2023-01-27
2020-09-30	$8,183	700	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.