Berman Capital Advisors’s Brandywine Realty Trust BDN Stock Holding History

Berman Capital 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
2021 Q3	$7K	Buy	562 +235	+72%	+$3.23K	﹤0.01%	1299
2021 Q2	$4K	Buy	327 +284	+660%	+$3.92K	﹤0.01%	1382
2021 Q1	$0	Buy	+43	New	+$525	﹤0.01%	1765
2020 Q4	–	Sell	-296	Closed	-$3K	–	1669
2020 Q3	$3K	Buy	+296	New	+$3.2K	﹤0.01%	1170
2020 Q2	–	Sell	-350	Closed	-$3K	–	1608
2020 Q1	$3K	Sell	350 -461	-57%	-$6.5K	﹤0.01%	1012
2019 Q4	$12K	Buy	811 +3	+0.4%	+$45	﹤0.01%	666
2019 Q3	$12K	Sell	808 -450	-36%	-$6.57K	﹤0.01%	654
2019 Q2	$18K	Buy	1,258 +2	+0.2%	+$31	0.01%	535
2019 Q1	$19K	Buy	1,256 +670	+114%	+$10.1K	0.01%	465
2018 Q4	$7K	Buy	+586	New	+$8.28K	﹤0.01%	587

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's BDN Position: Q3 2021 in Review

Berman Capital Advisors increased its Brandywine Realty Trust (BDN) stake by 72% in Q3 2021, buying an estimated $3.23K and bringing the position to 562 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Berman Capital Advisors first reported a position in BDN in Q4 2018 and has held it in 10 quarters since. The position peaked at $19K in Q1 2019. 239 funds tracked by Wall St. Rank hold BDN as of Q3 2021.

Berman Capital Advisors held 562 shares of Brandywine Realty Trust worth $7K as of Q3 2021.
Berman Capital Advisors bought 235 Brandywine Realty Trust shares in Q3 2021, an estimated $3.23K.
Brandywine Realty Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1299 holding.
Berman Capital Advisors first reported a position in Brandywine Realty Trust in Q4 2018 and has held it in 10 quarters since.
Berman Capital Advisors's Brandywine Realty Trust position peaked at $19K in Q1 2019.
239 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.