NP
BDN

NorthRock Partners’s Brandywine Realty Trust BDN Stock Holding History

NorthRock 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
2024
Q4 		– Sell
-12,203
Closed -$66.4K – 788
2024
Q3 		$66.4K Buy
+12,203
New +$60.7K ﹤0.01% 681
2024
Q1 		– Sell
-10,552
Closed -$57K – 817
2023
Q4 		$57K Sell
10,552
-1,286
-11% -$5.64K ﹤0.01% 613
2023
Q3 		$53.7K Buy
+11,838
New +$56.4K 0.01% 346

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
YCG
Yeomans Consulting Group Marietta, Georgia $341M AUM 22.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

NorthRock Partners's BDN Position: Q4 2024 in Review

NorthRock Partners sold out of Brandywine Realty Trust (BDN) in Q4 2024, closing a stake of 12,203 shares — an estimated $66.4K sold.

NorthRock Partners first reported a position in BDN in Q3 2023 and held it in 3 quarters. The position peaked at $66.4K in Q3 2024. 265 funds tracked by Wall St. Rank hold BDN as of Q4 2024.

  • NorthRock Partners reported no remaining Brandywine Realty Trust position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 12,203 Brandywine Realty Trust shares in Q4 2024, an estimated $66.4K.
  • NorthRock Partners first reported a position in Brandywine Realty Trust in Q3 2023 and held it in 3 quarters.
  • NorthRock Partners's Brandywine Realty Trust position peaked at $66.4K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.