BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in BRX — Brixmor Property Group Inc.
CIK 2010186
CINCINNATI, OH
Position in BRX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$245,934
+$21,294 QoQ
Shares Held
7,800
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 473 holders
Holding Since
Jun 2023
13 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,265,406 across 10 REIT - Retail names. BRX ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAC |
Macerich Co
|
20,000 | $503,800 | |
| 2 | NNN |
Nnn REIT, Inc.
|
7,200 | $335,016 | |
| 3 | BRX |
Brixmor Property Group Inc.
This page
|
7,800 | $245,934 | |
| 4 | O |
Realty Income Corp
|
1,381 | $85,566 | |
| 5 | FRT |
Federal Realty Investment Trust
|
527 | $65,052 | |
| 6 | SPG |
Simon Property Group Inc.
|
51 | $11,406 | |
| 7 | AKR |
Acadia Realty Trust
|
468 | $9,785 | |
| 8 | KRG |
Kite Realty Group Trust
|
225 | $6,385 |
All Filings in BRX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,934 | 7,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $224,640 | 7,800 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $204,516 | 7,800 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $215,904 | 7,800 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $203,112 | 7,800 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $207,090 | 7,800 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $217,152 | 7,800 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $835,800 | 30,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $830,778 | 35,980 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $878,906 | 37,480 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $907,064 | 38,980 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $812,082 | 39,080 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $901,560 | 40,980 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||