CAL
BDN

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

Capital Advisors Ltd’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
Q2 		– Sell
-444
Closed -$2K – 1291
2023
Q1 		$2K Sell
444
-725
-62% -$4.25K ﹤0.01% 867
2022
Q4 		$0 Buy
+1,169
New +$7.52K ﹤0.01% 1223

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Capital Advisors Ltd's BDN Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 444 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in BDN in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 444 Brandywine Realty Trust shares in Q2 2023, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Brandywine Realty Trust in Q4 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's Brandywine Realty Trust position peaked at $2K in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.