ELEVATION WEALTH PARTNERS, LLC
Position in BRX — Brixmor Property Group Inc.
CIK 1976256
WALNUT CREEK, CA
Position in BRX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$504
+$44 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 473 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $525,157 across 8 REIT - Retail names. BRX ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,719 | $384,454 | |
| 2 | NNN |
Nnn REIT, Inc.
|
1,090 | $50,717 | |
| 3 | REG |
Regency Centers Corp
|
481 | $38,354 | |
| 4 | FRT |
Federal Realty Investment Trust
|
181 | $22,342 | |
| 5 | KIM |
Kimco Realty Corp
|
600 | $15,210 | |
| 6 | ADC |
Agree Realty Corp
|
158 | $11,966 | |
| 7 | O |
Realty Income Corp
|
26 | $1,610 | |
| 8 | BRX |
Brixmor Property Group Inc.
This page
|
16 | $504 |
All Filings in BRX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504 | 16 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $460 | 16 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $419 | 16 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||