JEPPSON WEALTH MANAGEMENT, LLC BRX — BRIXMOR PPTY GROUP INC COM

Ownership history in JEPPSON WEALTH MANAGEMENT, LLC  ·  15 quarters on record

AI Ownership Summary

JEPPSON WEALTH MANAGEMENT, LLC reported BRIXMOR PPTY GROUP INC COM (BRX) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows BRX at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JEPPSON WEALTH MANAGEMENT, LLC's position in BRIXMOR PPTY GROUP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BRX was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRX stock page JEPPSON WEALTH MANAGEMENT, LLC fund profile JEPPSON WEALTH MANAGEMENT, LLC full holdings
How JEPPSON WEALTH MANAGEMENT, LLC held BRX — position size vs. price
% of Fund (quarterly)    BRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 9,675 — 0% 0.09% $279K 2026-04-14 $30.05
2025 Q4 UNCHANGED — — — 9,675 — 0% 0.08% $254K 2026-01-27 $26.06
2025 Q3 UNCHANGED — — — 9,675 — 0% 0.09% $268K 2025-10-15 $26.43
2025 Q2 UNCHANGED — — — 9,675 — 0% 0.09% $252K 2025-07-15 $24.44
2025 Q1 UNCHANGED — — — 9,675 — 0% 0.09% $257K 2025-04-24 $24.57
2024 Q4 UNCHANGED — — — 9,675 — 0% 0.10% $269K 2025-01-22 $24.52
2024 Q3 UNCHANGED — — — 9,675 — 0% 0.10% $270K 2024-11-05 $26.53
2024 Q2 REDUCED — — — 9,675 -150 -1.5% 0.09% $223K 2024-08-05 $22.84
2024 Q1 REDUCED — — — 9,825 -200 -2.0% 0.09% $230K 2024-04-17 $19.25
2023 Q4 ADDED — — — 10,025 +150 +1.5% 0.10% $233K 2024-01-11 $20.65
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRX

As of 2026 Q1 — sorted by position size

Cox Capital Mgt LLC 3Y 7Y 1.78% Pensionfund PDN 3Y 7Y 1.6% Pensionfund Sabic 3Y 7Y 1.53% Vert Asset Management LLC 3Y 1.35% PEAK FINANCIAL ADVISORS LLC 3Y 1.14% Northstar Advisory Group, LLC 3Y 0.87% MQS Management LLC 3Y 0.49% DOVER ADVISORS, LLC 3Y 0.39% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.24% Tower View Wealth Management LLC 3Y 7Y 0.2%

FAQ About JEPPSON WEALTH MANAGEMENT, LLC and BRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has JEPPSON WEALTH MANAGEMENT, LLC reported owning BRX?

JEPPSON WEALTH MANAGEMENT, LLC reported BRX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BRX position in JEPPSON WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BRX was 0.10% in 2024 Q4.

What is the latest reported BRX position on this page?

The most recent filing on this page is 2026 Q1, when JEPPSON WEALTH MANAGEMENT, LLC reported 9,675 shares, equal to 0.09% of portfolio, with an estimated market value of $279K.

What does the chart on this BRX ownership page compare?

The chart compares JEPPSON WEALTH MANAGEMENT, LLC's quarterly BRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JEPPSON WEALTH MANAGEMENT, LLC time their BRX position?

Based on 13F filing dates vs. subsequent BRX price moves, JEPPSON WEALTH MANAGEMENT, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on BRX relative to SPY over the holding period was +6.5%.

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