Bank of Montreal’s Brandywine Realty Trust BDN Stock Holding History

Bank of Montreal’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
2021 Q1	–	Sell	-210,000	Closed	-$2.38M	–	5069
2020 Q4	$2.38M	Sell	210,000 -72,400	-26%	-$778K	﹤0.01%	1743
2020 Q3	$3.02M	Buy	282,400 +112,500	+66%	+$1.22M	﹤0.01%	1468
2020 Q2	$1.7M	Buy	+169,900	New	+$1.75M	﹤0.01%	1713
2018 Q2	–	Sell	-8,600	Closed	-$137K	–	4705
2018 Q1	$137K	Buy	+8,600	New	+$143K	﹤0.01%	2822
2017 Q3	–	Sell	-43,400	Closed	-$761K	–	4156
2017 Q2	$761K	Buy	43,400 +17,400	+67%	+$299K	﹤0.01%	2108
2017 Q1	$422K	Buy	+26,000	New	+$423K	﹤0.01%	2161
2016 Q3	–	Sell	-38,600	Closed	-$648K	–	4016
2016 Q2	$648K	Buy	+38,600	New	+$588K	﹤0.01%	2009

Other funds holding BDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LAII

LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

DWRES

Divco West Real Estate Services San Francisco, California $94M AUM 2.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's BDN Position: Q2 2026 in Review

Bank of Montreal sold out of Brandywine Realty Trust (BDN) in Q2 2026, closing a stake of 244,965 shares — an estimated $664K sold.

Bank of Montreal first reported a position in BDN in Q2 2013 and held it in 51 quarters. The position peaked at $5.58M in Q3 2017. 142 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

Bank of Montreal reported no remaining Brandywine Realty Trust position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 244,965 Brandywine Realty Trust shares in Q2 2026, an estimated $664K.
Bank of Montreal first reported a position in Brandywine Realty Trust in Q2 2013 and held it in 51 quarters.
Bank of Montreal's Brandywine Realty Trust position peaked at $5.58M in Q3 2017.
142 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.