LF
BDN

Lee Financial’s Brandywine Realty Trust BDN Stock Holding History

Lee Financial’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
Q2 		– Sell
-137
Closed -$2K – 862
2022
Q1 		$2K Hold
137
– – ﹤0.01% 618
2021
Q4 		$2K Hold
137
– – ﹤0.01% 710
2021
Q3 		$2K Buy
+137
New +$1.88K ﹤0.01% 591

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee Financial's BDN Position: Q2 2022 in Review

Lee Financial sold out of Brandywine Realty Trust (BDN) in Q2 2022, closing a stake of 137 shares — an estimated $2K sold.

Lee Financial first reported a position in BDN in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 238 funds tracked by Wall St. Rank hold BDN as of Q2 2022.

  • Lee Financial reported no remaining Brandywine Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Lee Financial sold 137 Brandywine Realty Trust shares in Q2 2022, an estimated $2K.
  • Lee Financial first reported a position in Brandywine Realty Trust in Q3 2021 and held it in 3 quarters.
  • Lee Financial's Brandywine Realty Trust position peaked at $2K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.