CIA
BDN

Concurrent Investment Advisors’s Brandywine Realty Trust BDN Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-58,508
Closed -$251K – 1509
2025
Q2 		$251K Buy
58,508
+3,403
+6% +$14.1K ﹤0.01% 1158
2025
Q1 		$246K Buy
55,105
+30,028
+120% +$149K 0.01% 1022
2024
Q4 		$140K Buy
+25,077
New +$140K ﹤0.01% 1030

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Concurrent Investment Advisors's BDN Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Brandywine Realty Trust (BDN) in Q3 2025, closing a stake of 58,508 shares — an estimated $251K sold.

Concurrent Investment Advisors first reported a position in BDN in Q4 2024 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 256 funds tracked by Wall St. Rank hold BDN as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Brandywine Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 58,508 Brandywine Realty Trust shares in Q3 2025, an estimated $251K.
  • Concurrent Investment Advisors first reported a position in Brandywine Realty Trust in Q4 2024 and held it in 3 quarters.
  • Concurrent Investment Advisors's Brandywine Realty Trust position peaked at $251K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.