Convergence Investment Partners’s Brandywine Realty Trust BDN Stock Holding History

Convergence Investment Partners’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 Q4	–	Sell	-79,759	Closed	-$1.07M	–	232
2021 Q3	$1.07M	Buy	+79,759	New	+$1.1M	0.57%	71
2019 Q3	–	Sell	-76,650	Closed	-$1.1M	–	307
2019 Q2	$1.1M	Buy	76,650 +2,067	+3%	+$31.6K	0.27%	148
2019 Q1	$1.18M	Buy	+74,583	New	+$1.13M	0.26%	144
2018 Q3	–	Sell	-46,184	Closed	-$780K	–	314
2018 Q2	$780K	Sell	46,184 -26,714	-37%	-$428K	0.11%	233
2018 Q1	$1.16M	Sell	72,898 -3,813	-5%	-$63.5K	0.15%	212
2017 Q4	$1.4M	Buy	+76,711	New	+$1.36M	0.19%	199

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $187B AUM 18.48% 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

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

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

Convergence Investment Partners's BDN Position: Q4 2021 in Review

Convergence Investment Partners sold out of Brandywine Realty Trust (BDN) in Q4 2021, closing a stake of 79,759 shares — an estimated $1.07M sold.

Convergence Investment Partners first reported a position in BDN in Q4 2017 and held it in 6 quarters. The position peaked at $1.4M in Q4 2017. 259 funds tracked by Wall St. Rank hold BDN as of Q4 2021.

Convergence Investment Partners reported no remaining Brandywine Realty Trust position as of Q4 2021 after selling out during the quarter.
Convergence Investment Partners sold 79,759 Brandywine Realty Trust shares in Q4 2021, an estimated $1.07M.
Convergence Investment Partners first reported a position in Brandywine Realty Trust in Q4 2017 and held it in 6 quarters.
Convergence Investment Partners's Brandywine Realty Trust position peaked at $1.4M in Q4 2017.
259 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2021.

Based on Convergence Investment Partners's 13F filing for Q4 2021, filed 25 Jan 2022.