Beach Investment Counsel’s Brandywine Realty Trust BDN Stock Holding History

Beach Investment Counsel’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	$1.65M	Buy	+370,263	New	+$1.83M	0.24%	59
2017 Q1	–	Sell	-11,000	Closed	-$182K	–	159
2016 Q4	$182K	Sell	11,000 -120,799	-92%	-$1.85M	0.02%	161
2016 Q3	$2.06M	Sell	131,799 -5,001	-4%	-$81.5K	0.23%	67
2016 Q2	$2.3M	Sell	136,800 -27,370	-17%	-$417K	0.27%	62
2016 Q1	$2.3M	Sell	164,170 -789,450	-83%	-$10.1M	0.26%	68
2015 Q4	$13M	Buy	953,620 +413,695	+77%	+$5.47M	1.48%	21
2015 Q3	$6.65M	Buy	539,925 +394,325	+271%	+$5.14M	0.82%	33
2015 Q2	$1.93M	Buy	+145,600	New	+$2.11M	0.19%	83

Other funds holding BDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beach Investment Counsel's BDN Position: Q1 2025 in Review

Beach Investment Counsel opened a new position in Brandywine Realty Trust (BDN) in Q1 2025: 370,263 shares worth $1.65M. The stake represents 0.24% of the portfolio and ranks #59 among its holdings. This is a return to the name: Beach Investment Counsel previously reported a position in BDN as recently as Q4 2016.

Beach Investment Counsel first reported a position in BDN in Q2 2015 and has held it in 8 quarters since. The position peaked at $13M in Q4 2015. 276 funds tracked by Wall St. Rank hold BDN as of Q1 2025.

Beach Investment Counsel held 370,263 shares of Brandywine Realty Trust worth $1.65M as of Q1 2025.
Brandywine Realty Trust was a new Beach Investment Counsel position in Q1 2025.
Brandywine Realty Trust made up 0.24% of Beach Investment Counsel's portfolio in Q1 2025, its #59 holding.
Beach Investment Counsel first reported a position in Brandywine Realty Trust in Q2 2015 and has held it in 8 quarters since.
Beach Investment Counsel's Brandywine Realty Trust position peaked at $13M in Q4 2015.
276 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.