Position in BRX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,045,736
-$23,354,238 QoQ
Shares Held
1,702,977
-38.3% QoQ
Ownership
0.555%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 88.08833002442194.ToString("F0")%
None 11.91166997557806.ToString("F0")%
Common Shares in BRX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $2,693,705,610 across 16 REIT - Retail names. BRX ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
9,147,616 | $1,706,304,809 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,288,391 | $251,635,548 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
5,212,095 | $195,036,593 | |
| 4 | REG |
Regency Centers Corp
|
1,445,754 | $109,385,746 | |
| 5 | MAC |
Macerich Co
|
5,053,671 | $95,514,379 | |
| 6 | AKR |
Acadia Realty Trust
|
3,746,157 | $71,626,520 | |
| 7 | SKT |
Tanger Inc.
|
1,694,050 | $57,563,817 | |
| 8 | UE |
Urban Edge Properties
|
2,720,768 | $54,360,943 |
All Filings in BRX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,045,736 | 1,702,977 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $72,399,974 | 2,761,250 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $177,041,249 | 6,395,999 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $111,349,877 | 4,276,109 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $109,145,482 | 4,110,941 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $164,794,311 | 5,919,336 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $179,772,192 | 6,452,699 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $179,103,817 | 7,756,770 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $202,204,963 | 8,622,813 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $254,011,688 | 10,915,844 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $218,640,632 | 10,521,686 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $211,017,840 | 9,591,720 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $173,513,261 | 8,062,884 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $366,363,088 | 16,160,701 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $332,917,292 | 18,024,759 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $392,305,844 | 19,411,472 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $519,295,905 | 20,119,950 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $256,422,877 | 10,091,416 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $173,651,717 | 7,853,990 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $189,980,932 | 8,299,735 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $147,882,855 | 7,310,077 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $130,371,927 | 7,877,458 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $60,620,515 | 5,185,673 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $62,588,661 | 4,882,111 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $41,446,295 | 4,362,768 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||