Who owns BRX (BRX)
Which tracked institutional funds hold BRX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BRX is one-sided between 2025-Q4 and 2026-Q1: 171 added or opened and 57 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BRX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BRX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BRX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 460 tracked filers holding BRX, 256 increased or opened the position and 184 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BRX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$840M
- VANGUARD CAPITAL MANAGEMENT LLC$396M
- Alyeska Investment Group, L.P.$55M
- VANGUARD FIDUCIARY TRUST CO$55M
- TWO SIGMA INVESTMENTS, LP$16M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$14M
Full exits 15
- VANGUARD GROUP INC$1.2B
- Heitman Real Estate Securities LLC$49M
- NATIONAL BANK OF CANADA /FI/$15M
- Hudson Bay Capital Management LP$14M
- CIBC WORLD MARKETS CORP$13M
- ING GROEP NV$10M
Largest adds
- PRINCIPAL FINANCIAL GROUP INC$132M
- FEDERATED HERMES, INC.$77M
- Nuveen, LLC$73M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$62M
- ALLIANCEBERNSTEIN L.P.$45M
- STATE STREET CORP$42M
Largest trims
- BlackRock, Inc.$70M
- CANADA PENSION PLAN INVESTMENT BOARD$61M
- M&T Bank Corp$34M
- FRANKLIN RESOURCES INC$27M
- WELLINGTON MANAGEMENT GROUP LLP$23M
- Schonfeld Strategic Advisors LLC$22M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 32,050,931 | $923M | 9.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 29,178,222 | $840M | 8.9% | 2026-Q1 |
| STATE STREET CORP added | 15,302,018 | $441M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 13,758,989 | $396M | 4.2% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 11,071,067 | $319M | 3.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 9,113,393 | $262M | 2.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 6,906,547 | $199M | 2.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,470,094 | $186M | 2.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 6,411,407 | $185M | 2.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,258,358 | $180M | 1.9% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 5,736,120 | $165M | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,349,261 | $154M | 1.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 5,176,486 | $149M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,149,792 | $148M | 1.6% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 4,915,727 | $142M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,790,090 | $138M | 1.5% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 4,482,893 | $129M | 1.4% | 2026-Q1 |
| Nuveen, LLC added | 4,380,192 | $126M | 1.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 4,130,218 | $119M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,913,087 | $112M | 1.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,866,135 | $111M | 1.2% | 2026-Q1 |
| CI INVESTMENTS INC. added | 3,753,992 | $108M | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 3,806,060 | $101M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,564,983 | $93M | 1.0% | 2026-Q1 |
| PGGM Investments trimmed | 3,062,353 | $88M | 0.9% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,972,348 | $86M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,631,594 | $76M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,499,004 | $72M | 0.8% | 2026-Q1 |
| AEW CAPITAL MANAGEMENT L P trimmed | 2,209,661 | $64M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,189,239 | $63M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,139,082 | $62M | 0.7% | 2026-Q1 |
| Capital World Investors added | 2,079,681 | $60M | 0.6% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 1,914,605 | $55M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,910,541 | $55M | 0.6% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,905,232 | $55M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,901,379 | $55M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,820,006 | $52M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,778,460 | $51M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,725,127 | $50M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,715,349 | $49M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,704,543 | $49M | 0.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,702,977 | $49M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,647,405 | $47M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,645,526 | $47M | 0.5% | 2026-Q1 |
| SNYDER CAPITAL MANAGEMENT L P trimmed | 1,601,940 | $46M | 0.5% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 1,587,697 | $46M | 0.5% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,518,900 | $44M | 0.5% | 2026-Q1 |
| STRS OHIO added | 1,511,782 | $44M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 1,457,009 | $42M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 1,427,487 | $41M | 0.4% | 2026-Q1 |
| Freestone Grove Partners LP added | 1,263,289 | $36M | 0.4% | 2026-Q1 |
| Adelante Capital Management LLC added | 1,257,485 | $36M | 0.4% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 1,240,721 | $36M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,185,473 | $34M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 1,080,138 | $31M | 0.3% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,076,525 | $31M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,073,005 | $31M | 0.3% | 2026-Q1 |
| Woodline Partners LP added | 1,052,541 | $30M | 0.3% | 2026-Q1 |
| Apollo Management Holdings, L.P. | 1,024,300 | $29M | 0.3% | 2026-Q1 |
| Jain Global LLC trimmed | 985,129 | $28M | 0.3% | 2026-Q1 |
| APG Asset Management US Inc. trimmed | 978,190 | $28M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 934,964 | $27M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 922,877 | $27M | 0.3% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension trimmed | 882,193 | $25M | 0.3% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 858,152 | $25M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 843,822 | $24M | 0.3% | 2026-Q1 |
| RWC Asset Management LLP trimmed | 810,974 | $23M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 746,508 | $22M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 727,083 | $21M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 676,725 | $20M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 675,076 | $19M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 643,222 | $19M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 632,742 | $18M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 631,560 | $18M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 626,780 | $18M | 0.2% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 617,354 | $18M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 606,000 | $17M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 601,655 | $17M | 0.2% | 2026-Q1 |
| Hazelview Securities Inc. added | 595,420 | $17M | 0.2% | 2026-Q1 |
| DAVIS SELECTED ADVISERS added | 563,170 | $16M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 558,227 | $16M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 552,503 | $16M | 0.2% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 545,668 | $16M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 526,680 | $15M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 524,094 | $15M | 0.2% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 517,926 | $15M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 510,666 | $15M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 501,036 | $14M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 498,474 | $14M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 486,442 | $14M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 481,027 | $14M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 469,953 | $14M | 0.1% | 2026-Q1 |
| J. Goldman & Co LP new | 461,692 | $13M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 460,000 | $13M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 44,324,299 | $1.2B | 12.3% | 2025-Q4 stale |
| Heitman Real Estate Securities LLC added | 1,849,851 | $49M | 0.5% | 2025-Q4 stale |
| JUPITER ASSET MANAGEMENT LTD added | 1,307,043 | $35M | 0.4% | 2025-Q1 stale |
| Eisler Capital Management Ltd. new | 555,799 | $15M | 0.2% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ added | 556,430 | $15M | 0.2% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 519,845 | $14M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.