Skip to main content
Equibles

JEPPSON WEALTH MANAGEMENT, LLC

Position in BRX — Brixmor Property Group Inc.

CIK 1831263 MANHATTAN BEACH, CA
Back to BRX Full portfolio

Position in BRX

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$305,052
+$26,412 QoQ
Shares Held
9,675
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#337
of 480 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BRX Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $6,272,777 across 7 REIT - Retail names. BRX ranks #7 (4.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 10,153 $2,270,718
2 NNN
Nnn REIT, Inc.
 24,902 $1,158,690
3 O
Realty Income Corp
 15,512 $961,123
4 FRT
Federal Realty Investment Trust
 6,708 $828,035
5 KIM
Kimco Realty Corp
 16,670 $422,584
6 PINE
Alpine Income Property Trust, Inc.
 15,731 $326,575
7 BRX
Brixmor Property Group Inc.
This page 		9,675 $305,052

All Filings in BRX

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $305,052 9,675
2026-03-31 $278,640 9,675
2025-12-31 $253,678 9,675
2025-09-30 $267,804 9,675
2025-06-30 $251,937 9,675
2025-03-31 $256,871 9,675
2024-12-31 $269,352 9,675
2024-09-30 $269,545 9,675
2024-06-30 $223,395 9,675
2024-03-31 $230,396 9,825
2023-12-31 $233,281 10,025
2023-09-30 $205,202 9,875
2023-06-30 $217,250 9,875
2023-03-31 $215,738 10,025
2022-12-31 $209,130 9,225
2020-09-30 $8,183 700