EP
BDN

Edgestream Partners’s Brandywine Realty Trust BDN Stock Holding History

Edgestream 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
2023
Q1 		– Sell
-91,213
Closed -$561K – 552
2022
Q4 		$561K Buy
+91,213
New +$586K 0.06% 348
2022
Q2 		– Sell
-157,149
Closed -$2.22M – 510
2022
Q1 		$2.22M Buy
157,149
+12,143
+8% +$164K 0.18% 193
2021
Q4 		$1.95M Sell
145,006
-51,479
-26% -$707K 0.12% 237
2021
Q3 		$2.64M Buy
+196,485
New +$2.7M 0.16% 203

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edgestream Partners's BDN Position: Q1 2023 in Review

Edgestream Partners sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 91,213 shares — an estimated $561K sold.

Edgestream Partners first reported a position in BDN in Q3 2021 and held it in 4 quarters. The position peaked at $2.64M in Q3 2021. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

  • Edgestream Partners reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Edgestream Partners sold 91,213 Brandywine Realty Trust shares in Q1 2023, an estimated $561K.
  • Edgestream Partners first reported a position in Brandywine Realty Trust in Q3 2021 and held it in 4 quarters.
  • Edgestream Partners's Brandywine Realty Trust position peaked at $2.64M in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on Edgestream Partners's 13F filing for Q1 2023, filed 15 May 2023.