IFAM
BDN

Institutional & Family Asset Management’s Brandywine Realty Trust BDN Stock Holding History

Institutional & Family Asset Management’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
2022
Q4 		– Sell
-68
Closed – – 727
2022
Q3 		$0 Hold
68
– – ﹤0.01% 711
2022
Q2 		$1K Hold
68
– – ﹤0.01% 629
2022
Q1 		$1K Sell
68
-1,028
-94% -$13.9K ﹤0.01% 675
2021
Q4 		$15K Hold
1,096
– – ﹤0.01% 398
2021
Q3 		$15K Buy
1,096
+11
+1% +$151 ﹤0.01% 485
2021
Q2 		$15K Buy
1,085
+354
+48% +$4.88K ﹤0.01% 516
2021
Q1 		$9K Buy
731
+663
+975% +$8.1K ﹤0.01% 578
2020
Q4 		$1K Hold
68
– – ﹤0.01% 821
2020
Q3 		$1K Hold
68
– – ﹤0.01% 768
2020
Q2 		$1K Hold
68
– – ﹤0.01% 752
2020
Q1 		$1K Buy
+68
New +$959 ﹤0.01% 707

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Institutional & Family Asset Management's BDN Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Brandywine Realty Trust (BDN) in Q4 2022, closing a stake of 68 shares.

Institutional & Family Asset Management first reported a position in BDN in Q1 2020 and held it in 11 quarters. The position peaked at $15K in Q4 2021. 257 funds tracked by Wall St. Rank hold BDN as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Brandywine Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 68 Brandywine Realty Trust shares in Q4 2022.
  • Institutional & Family Asset Management first reported a position in Brandywine Realty Trust in Q1 2020 and held it in 11 quarters.
  • Institutional & Family Asset Management's Brandywine Realty Trust position peaked at $15K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.