Tower View Wealth Management LLC BRX — BRIXMOR PPTY GROUP INC

Ownership history in Tower View Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

Tower View Wealth Management LLC reported BRIXMOR PPTY GROUP INC (BRX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.28% in 2025 Q4. The latest visible filing shows BRX at 0.20% 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.

What this BRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tower View Wealth Management LLC'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 Q1

BRX was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 Tower View Wealth Management LLC fund profile Tower View Wealth Management LLC full holdings
How Tower View 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,686 -7,747 -36.1% 0.20% $394K 2026-04-20 $30.97
2025 Q4 ADDED — — — 21,433 +5,565 +35.1% 0.28% $562K 2026-01-23 $26.13
2025 Q3 REDUCED 11.2% -3.7% ✅ 15,868 -2,000 -11.2% 0.23% $439K 2025-10-16 $26.22
2025 Q2 ADDED — — — 17,868 +5,512 +44.6% 0.24% $465K 2025-07-21 $24.69
2025 Q1 INITIATED — — — 12,356 — — 0.19% $328K 2025-04-22 $24.57

🏢 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% Hummer Financial Advisory Services Inc 3Y 0.18%

FAQ About Tower View 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 Tower View Wealth Management LLC reported owning BRX?

Tower View Wealth Management LLC reported BRX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BRX position in Tower View Wealth Management LLC's portfolio?

The largest reported portfolio weight for BRX was 0.28% in 2025 Q4.

What is the latest reported BRX position on this page?

The most recent filing on this page is 2026 Q1, when Tower View Wealth Management LLC reported 13,686 shares, equal to 0.20% of portfolio, with an estimated market value of $394K.

What does the chart on this BRX ownership page compare?

The chart compares Tower View 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 Tower View Wealth Management LLC time their BRX position?

Based on 13F filing dates vs. subsequent BRX price moves, Tower View Wealth Management LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on BRX relative to SPY over the holding period was -7.8%.

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