AG
BDN

Advisor Group’s Brandywine Realty Trust BDN Stock Holding History

Advisor Group’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$148K Buy
9,404
+1,119
+14% +$16.9K ﹤0.01% 2625
2019
Q3 		$126K Sell
8,285
-749
-8% -$10.9K ﹤0.01% 2703
2019
Q2 		$129K Buy
9,034
+1,822
+25% +$27.8K ﹤0.01% 2655
2019
Q1 		$114K Buy
7,212
+3,387
+89% +$51.2K ﹤0.01% 2748
2018
Q4 		$49K Buy
3,825
+594
+18% +$8.39K ﹤0.01% 3191
2018
Q3 		$51K Buy
3,231
+470
+17% +$7.76K ﹤0.01% 3269
2018
Q2 		$46K Sell
2,761
-547
-17% -$8.77K ﹤0.01% 3152
2018
Q1 		$53K Buy
3,308
+542
+20% +$9.02K ﹤0.01% 3015
2017
Q4 		$50K Buy
2,766
+99
+4% +$1.75K ﹤0.01% 3079
2017
Q3 		$47K Buy
2,667
+483
+22% +$8.21K ﹤0.01% 2986
2017
Q2 		$38K Buy
2,184
+1,072
+96% +$18.4K ﹤0.01% 3025
2017
Q1 		$18K Buy
1,112
+314
+39% +$5.11K ﹤0.01% 3419
2016
Q4 		$13K Buy
798
+150
+23% +$2.3K ﹤0.01% 3481
2016
Q3 		$10K Sell
648
-2,129
-77% -$34.7K ﹤0.01% 3544
2016
Q2 		$45K Buy
+2,777
New +$42.3K ﹤0.01% 2487

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's BDN Position: Q4 2019 in Review

Advisor Group increased its Brandywine Realty Trust (BDN) stake by 14% in Q4 2019, buying an estimated $16.9K and bringing the position to 9,404 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Advisor Group first reported a position in BDN in Q2 2016 and has held it in 15 quarters since. 247 funds tracked by Wall St. Rank hold BDN as of Q4 2019.

  • Advisor Group held 9,404 shares of Brandywine Realty Trust worth $148K as of Q4 2019.
  • Advisor Group bought 1,119 Brandywine Realty Trust shares in Q4 2019, an estimated $16.9K.
  • Brandywine Realty Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2625 holding.
  • Advisor Group first reported a position in Brandywine Realty Trust in Q2 2016 and has held it in 15 quarters since.
  • 247 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.