Kula Investments’s Brandywine Realty Trust BDN Stock Holding History

Kula Investments’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	-39,295	Closed	-$242K	–	615
2022 Q4	$242K	Buy	+39,295	New	+$253K	0.07%	455

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's BDN Position: Q1 2023 in Review

Kula Investments sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 39,295 shares — an estimated $242K sold.

Kula Investments first reported a position in BDN in Q4 2022 and held it in 1 quarter. The position peaked at $242K in Q4 2022. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

Kula Investments reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 39,295 Brandywine Realty Trust shares in Q1 2023, an estimated $242K.
Kula Investments first reported a position in Brandywine Realty Trust in Q4 2022 and held it in 1 quarter.
Kula Investments's Brandywine Realty Trust position peaked at $242K in Q4 2022.
253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.