BPA
BDN

Beacon Pointe Advisors’s Brandywine Realty Trust BDN Stock Holding History

Beacon Pointe Advisors’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
2023
Q4 		– Sell
-26,351
Closed -$120K – 1329
2023
Q3 		$120K Hold
26,351
– – ﹤0.01% 1269
2023
Q2 		$123K Buy
+26,351
New +$107K ﹤0.01% 1041
2023
Q1 		– Sell
-26,351
Closed -$162K – 1147
2022
Q4 		$162K Hold
26,351
– – ﹤0.01% 1007
2022
Q3 		$178K Buy
+26,351
New +$225K ﹤0.01% 939

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Advisors's BDN Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Brandywine Realty Trust (BDN) in Q4 2023, closing a stake of 26,351 shares — an estimated $120K sold.

Beacon Pointe Advisors first reported a position in BDN in Q3 2022 and held it in 4 quarters. The position peaked at $178K in Q3 2022. 261 funds tracked by Wall St. Rank hold BDN as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Brandywine Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 26,351 Brandywine Realty Trust shares in Q4 2023, an estimated $120K.
  • Beacon Pointe Advisors first reported a position in Brandywine Realty Trust in Q3 2022 and held it in 4 quarters.
  • Beacon Pointe Advisors's Brandywine Realty Trust position peaked at $178K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.