13FPulse
BR

BRX BRIXMOR PROPERTY GROUP INC

2026Q2 · CUSIP 11120U105 · Sector: REITs

Cooling

Net holder growth weakened from last quarter

Funds that own it
468
Institutions that reported holding it to the SEC
Net increase in holders
+12
Last quarter 456 → now 468
How unusual is that
Above average
Stronger buying than 73% of US stocks
What the filings say, in one paragraph

468 funds held BRX at the end of 2026Q2, up 12 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $1.4B(YoY +5.8%), the P/E is 21.2x, return on equity is 14.3%. BRX has had 20 buying rushes in its history, and the price moved -1.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=126 2014Q2: holders=149 2014Q3: holders=144 2014Q4: holders=164 2015Q1: holders=203 2015Q2: holders=214 2015Q3: holders=220 2015Q4: holders=231 2016Q1: holders=227 2016Q2: holders=254 2016Q3: holders=270 2016Q4: holders=258 2017Q1: holders=260 2017Q2: holders=268 2017Q3: holders=277 2017Q4: holders=305 2018Q1: holders=294 2018Q2: holders=279 2018Q3: holders=272 2018Q4: holders=285 2019Q1: holders=286 2019Q2: holders=291 2019Q3: holders=305 2019Q4: holders=326 2020Q1: holders=322 2020Q2: holders=298 2020Q3: holders=272 2020Q4: holders=255 2021Q1: holders=275 2021Q2: holders=281 2021Q3: holders=293 2021Q4: holders=296 2022Q1: holders=316 2022Q2: holders=297 2022Q3: holders=296 2022Q4: holders=297 2023Q1: holders=296 2023Q2: holders=308 2023Q3: holders=307 2023Q4: holders=339 2024Q1: holders=333 2024Q2: holders=347 2024Q3: holders=381 2024Q4: holders=414 2025Q1: holders=416 2025Q2: holders=378 2025Q3: holders=397 2025Q4: holders=426 2026Q1: holders=456 2026Q2: holders=468 -39 -19.5 +0 +19.5 +39 113303492 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20%
2025Q4 Top 20% +4.8%
2025Q3 Top 20% +14.3% +19.9%
2024Q4 Top 20% -2.9% -2.4%
2024Q3 Top 10% -5.8% -13.3%
2024Q2 Top 20% +11.7% +7.7%
2023Q4 Top 20% -1.5% +15.8%
2023Q2 Top 20% +2.3% +8.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
241
Change in large funds
+21
Total value they hold
$9.9B
Funds buying for the first time
57
Funds that sold out entirely
45
Price change that quarter
-1.1%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
21.2
EPS (TTM)
$1.39
EPS YoY
+26.4%
Revenue (TTM)
$1.4B
Revenue YoY
+5.8%
Net margin
30.8%
ROE
14.3%
Debt ratio
66.1%
FCF (TTM)
Dividend (TTM)
$1.21
Quarterly Revenue & EPS
2022-09-30: EPS 0.26 2022-12-31: EPS 0.36 2023-03-31: EPS 0.37 2023-06-30: EPS 0.19 2023-09-30: EPS 0.21 2023-12-31: EPS 0.24 2024-03-31: EPS 0.29 2024-06-30: EPS 0.23 2024-09-30: EPS 0.32 2024-12-31: EPS 0.27 2025-03-31: EPS 0.23 2025-06-30: EPS 0.28 2025-09-30: EPS 0.31 2025-12-31: EPS 0.43 2026-03-31: EPS 0.41 2026-06-30: EPS 0.24 0M 177M 355M $M 0.00 0.24 0.47 20182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 15 20 26 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.