Perpetual Ltd BRX — BRIXMOR PPTY GROUP INC

Ownership history in Perpetual Ltd  ·  15 quarters on record

AI Ownership Summary

Perpetual Ltd reported BRIXMOR PPTY GROUP INC (BRX) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows BRX at 0.02% 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 Perpetual Ltd's position in BRIXMOR PPTY GROUP INC, 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 Q3

BRX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Perpetual Ltd fund profile Perpetual Ltd full holdings
How Perpetual Ltd 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 Q3 REDUCED — — — 46,421 -3,550 -7.1% 0.02% $1.3M 2026-10-13 $27.28
2026 Q2 ADDED — — — 49,971 +260 +0.5% 0.02% $1.6M 2026-07-15 $31.01
2026 Q1 REDUCED 15.8% +13.0% ❌ 49,711 -9,309 -15.8% 0.02% $1.4M 2026-04-14 $29.42
2025 Q4 ADDED — — — 59,020 +19,250 +48.4% 0.02% $1.5M 2026-01-20 $25.83
2025 Q3 REDUCED — — — 39,770 -230 -0.6% 0.01% $1.1M 2025-10-10 $25.39
2025 Q2 REDUCED 7.1% +6.6% ❌ 40,000 -3,060 -7.1% 0.01% $1.0M 2025-07-11 $24.48
2025 Q1 UNCHANGED — — — 43,060 — 0% 0.01% $1.1M 2025-04-24 $24.06
2024 Q4 REDUCED 8.8% -3.6% ✅ 43,060 -4,170 -8.8% 0.01% $1.2M 2025-01-17 $24.37
2024 Q3 ADDED — — — 47,230 +7,010 +17.4% 0.01% $1.3M 2024-10-09 $24.87
2024 Q2 REDUCED 47.0% +22.1% ❌ 40,220 -35,690 -47.0% 0.01% $929K 2024-07-30 $23.95
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BRX

As of 2026 Q3 — sorted by position size

Cox Capital Mgt LLC 3Y 7Y 2.03% Pensionfund Sabic 3Y 7Y 1.47% Pensionfund PDN 3Y 7Y 1.46% Hummer Financial Advisory Services Inc 3Y 0.16% Hennion & Walsh Asset Management, Inc. 3Y 0.05% Miller Global Investments, LLC 0.05% GATEWAY INVESTMENT ADVISERS LLC 3Y 7Y 0.02% BAILARD, INC. 3Y 7Y 0.02% Planning Strategies Inc. 0.01% GAMMA Investing LLC 0.01%

FAQ About Perpetual Ltd and BRX

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

How long has Perpetual Ltd reported owning BRX?

Perpetual Ltd reported BRX across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BRX position in Perpetual Ltd's portfolio?

The largest reported portfolio weight for BRX was 0.02% in 2026 Q2.

What is the latest reported BRX position on this page?

The most recent filing on this page is 2026 Q3, when Perpetual Ltd reported 46,421 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BRX ownership page compare?

The chart compares Perpetual Ltd'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 Perpetual Ltd time their BRX position?

Based on 13F filing dates vs. subsequent BRX price moves, Perpetual Ltd correctly timed 6 out of 13 reported position changes (46%). The annualised alpha on BRX relative to SPY over the holding period was -7.5%.

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