AWM
BDN

Apollon Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Apollon Wealth Management’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
2025
Q1 		– Sell
-12,210
Closed -$68.4K – 1215
2024
Q4 		$68.4K Buy
+12,210
New +$68.1K ﹤0.01% 1154
2024
Q3 		– Sell
-11,616
Closed -$52K – 1137
2024
Q2 		$52K Buy
11,616
+797
+7% +$3.63K ﹤0.01% 1069
2024
Q1 		$51.9K Buy
+10,819
New +$50.2K ﹤0.01% 1085

Other funds holding BDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Apollon Wealth Management's BDN Position: Q1 2025 in Review

Apollon Wealth Management sold out of Brandywine Realty Trust (BDN) in Q1 2025, closing a stake of 12,210 shares — an estimated $68.4K sold.

Apollon Wealth Management first reported a position in BDN in Q1 2024 and held it in 3 quarters. The position peaked at $68.4K in Q4 2024. 276 funds tracked by Wall St. Rank hold BDN as of Q1 2025.

  • Apollon Wealth Management reported no remaining Brandywine Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 12,210 Brandywine Realty Trust shares in Q1 2025, an estimated $68.4K.
  • Apollon Wealth Management first reported a position in Brandywine Realty Trust in Q1 2024 and held it in 3 quarters.
  • Apollon Wealth Management's Brandywine Realty Trust position peaked at $68.4K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.