CAWM
BDN

Capital A Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Capital A Wealth 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
2025
Q1 		– Sell
-15
Closed -$84 – 725
2024
Q4 		$84 Buy
+15
New +$84 ﹤0.01% 781

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital A Wealth Management's BDN Position: Q1 2025 in Review

Capital A Wealth Management sold out of Brandywine Realty Trust (BDN) in Q1 2025, closing a stake of 15 shares — an estimated $84 sold.

Capital A Wealth Management first reported a position in BDN in Q4 2024 and held it in 1 quarter. The position peaked at $84 in Q4 2024. 276 funds tracked by Wall St. Rank hold BDN as of Q1 2025.

  • Capital A Wealth Management reported no remaining Brandywine Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 15 Brandywine Realty Trust shares in Q1 2025, an estimated $84.
  • Capital A Wealth Management first reported a position in Brandywine Realty Trust in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Brandywine Realty Trust position peaked at $84 in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.