BAM
BDN

Belpointe Asset Management’s Brandywine Realty Trust BDN Stock Holding History

Belpointe Asset 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
2023
Q1 		– Sell
-435
Closed -$2.67K – 3735
2022
Q4 		$2.67K Buy
+435
New +$2.8K ﹤0.01% 3163

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belpointe Asset Management's BDN Position: Q1 2023 in Review

Belpointe Asset Management sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 435 shares — an estimated $2.67K sold.

Belpointe Asset Management first reported a position in BDN in Q4 2022 and held it in 1 quarter. The position peaked at $2.67K in Q4 2022. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

  • Belpointe Asset Management reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 435 Brandywine Realty Trust shares in Q1 2023, an estimated $2.67K.
  • Belpointe Asset Management first reported a position in Brandywine Realty Trust in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Brandywine Realty Trust position peaked at $2.67K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.