BTI
BDN

Blue Trust Inc’s Brandywine Realty Trust BDN Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-757
Closed -$3.39K – 2484
2024
Q3 		$3.39K Buy
+757
New +$3.76K ﹤0.01% 2480
2024
Q1 		– Sell
-357
Closed -$2K – 2213
2023
Q4 		$2K Buy
357
+57
+19% +$250 ﹤0.01% 2102
2023
Q3 		$1K Hold
300
– – ﹤0.01% 1887
2023
Q2 		$1K Sell
300
-321
-52% -$1.31K ﹤0.01% 1806
2023
Q1 		$4K Buy
621
+321
+107% +$1.88K ﹤0.01% 1821
2022
Q4 		$2K Buy
300
+150
+100% +$964 ﹤0.01% 1895
2022
Q3 		$1K Sell
150
-28
-16% -$239 ﹤0.01% 1883
2022
Q2 		$3K Buy
+178
New +$2.01K ﹤0.01% 1546

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Blue Trust Inc's BDN Position: Q4 2024 in Review

Blue Trust Inc sold out of Brandywine Realty Trust (BDN) in Q4 2024, closing a stake of 757 shares — an estimated $3.39K sold.

Blue Trust Inc first reported a position in BDN in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q1 2023. 265 funds tracked by Wall St. Rank hold BDN as of Q4 2024.

  • Blue Trust Inc reported no remaining Brandywine Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 757 Brandywine Realty Trust shares in Q4 2024, an estimated $3.39K.
  • Blue Trust Inc first reported a position in Brandywine Realty Trust in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Brandywine Realty Trust position peaked at $4K in Q1 2023.
  • 265 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.