WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BRX — BRIXMOR PPTY GROUP INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BRIXMOR PPTY GROUP INC (BRX) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows BRX at 0.00% 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 WEALTH ENHANCEMENT ADVISORY SERVICES, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2024 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 15,296 +2,934 +23.7% 0.00% $442K 2026-04-08 $29.37
2025 Q4 REDUCED 9.1% +11.2% ❌ 12,362 -1,238 -9.1% 0.00% $321K 2026-01-08 $25.95
2025 Q3 ADDED — — — 13,600 +785 +6.1% 0.00% $365K 2025-10-29 $26.20
2025 Q2 ADDED — — — 12,815 +3,055 +31.3% 0.00% $333K 2025-07-10 $24.76
2025 Q1 ADDED — — — 9,760 +1,493 +18.1% 0.00% $259K 2025-04-16 $23.99
2024 Q4 REDUCED 5.6% -3.6% ✅ 8,267 -491 -5.6% 0.00% $230K 2025-01-10 $24.47
2024 Q3 REDUCED 9.1% -0.5% ✅ 8,758 -882 -9.1% 0.00% $244K 2024-10-24 $26.10
2024 Q2 ADDED — — — 9,640 +481 +5.3% 0.00% $223K 2024-07-16 $22.60
2024 Q1 INITIATED — — — 9,159 — — 0.00% $215K 2024-04-15 $19.46

🏢 Other funds also holding BRX

As of 2026 Q1 — sorted by position size

Bayhunt Capital LLC 9.36% Presima Securities ULC 3Y 7Y 7.12% AEW CAPITAL MANAGEMENT L P 3Y 7Y 4.62% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.3% Hazelview Securities Inc. 3Y 7Y 3.19% Adelante Capital Management LLC 3Y 7Y 2.48% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.1% Cox Capital Mgt LLC 3Y 7Y 1.78% Pensionfund PDN 3Y 7Y 1.6% PGGM Investments 3Y 7Y 1.55%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning BRX?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BRX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BRX position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for BRX was 0.00% in 2026 Q1.

What is the latest reported BRX position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 15,296 shares, equal to 0.00% of portfolio, with an estimated market value of $442K.

What does the chart on this BRX ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their BRX position?

Based on 13F filing dates vs. subsequent BRX price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on BRX relative to SPY over the holding period was +4.9%.

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