GWS
BDN

Glassman Wealth Services’s Brandywine Realty Trust BDN Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-12,386
Closed -$66.9K – 386
2023
Q4 		$66.9K Hold
12,386
– – 0.01% 384
2023
Q3 		$56.2K Hold
12,386
– – 0.01% 397
2023
Q2 		$57.6K Buy
12,386
+1,066
+9% +$4.35K 0.01% 371
2023
Q1 		$53.5K Hold
11,320
– – 0.01% 395
2022
Q4 		$69.6K Sell
11,320
-106
-0.9% -$682 0.01% 336
2022
Q3 		$77K Sell
11,426
-200
-2% -$1.71K 0.02% 292
2022
Q2 		$112K Sell
11,626
-122
-1% -$1.38K 0.02% 231
2022
Q1 		$166K Hold
11,748
– – 0.03% 186
2021
Q4 		$158K Sell
11,748
-20
-0.2% -$275 0.03% 182
2021
Q3 		$158K Hold
11,768
– – 0.03% 174
2021
Q2 		$161K Buy
11,768
+20
+0.2% +$276 0.03% 168
2021
Q1 		$152K Hold
11,748
– – 0.03% 172
2020
Q4 		$140K Sell
11,748
-788
-6% -$8.47K 0.03% 179
2020
Q3 		$130K Buy
12,536
+797
+7% +$8.62K 0.04% 164
2020
Q2 		$128K Buy
11,739
+11,497
+4,751% +$118K 0.04% 147
2020
Q1 		$3K Buy
242
+145
+149% +$2.04K ﹤0.01% 593
2019
Q4 		$2K Hold
97
– – ﹤0.01% 727
2019
Q3 		$1K Hold
97
– – ﹤0.01% 786
2019
Q2 		$1K Hold
97
– – ﹤0.01% 800
2019
Q1 		$2K Buy
+97
New +$1.47K ﹤0.01% 674

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glassman Wealth Services's BDN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Brandywine Realty Trust (BDN) in Q1 2024, closing a stake of 12,386 shares — an estimated $66.9K sold.

Glassman Wealth Services first reported a position in BDN in Q1 2019 and held it in 20 quarters. The position peaked at $166K in Q1 2022. 249 funds tracked by Wall St. Rank hold BDN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Brandywine Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 12,386 Brandywine Realty Trust shares in Q1 2024, an estimated $66.9K.
  • Glassman Wealth Services first reported a position in Brandywine Realty Trust in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's Brandywine Realty Trust position peaked at $166K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.