OPS
BDN

Orion Portfolio Solutions’s Brandywine Realty Trust BDN Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-52,480
Closed -$238K – 1657
2023
Q3 		$238K Buy
52,480
+25,784
+97% +$123K ﹤0.01% 1480
2023
Q2 		$124K Sell
26,696
-408
-2% -$1.66K ﹤0.01% 1590
2023
Q1 		$128K Buy
+27,104
New +$159K ﹤0.01% 1518
2020
Q3 		– Sell
-437
Closed -$5K – 587
2020
Q2 		$5K Sell
437
-443
-50% -$4.56K ﹤0.01% 1441
2020
Q1 		$9K Buy
880
+68
+8% +$959 ﹤0.01% 1092
2019
Q4 		$13K Buy
+812
New +$12.3K ﹤0.01% 905

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orion Portfolio Solutions's BDN Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Brandywine Realty Trust (BDN) in Q4 2023, closing a stake of 52,480 shares — an estimated $238K sold.

Orion Portfolio Solutions first reported a position in BDN in Q4 2019 and held it in 6 quarters. The position peaked at $238K in Q3 2023. 261 funds tracked by Wall St. Rank hold BDN as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Brandywine Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 52,480 Brandywine Realty Trust shares in Q4 2023, an estimated $238K.
  • Orion Portfolio Solutions first reported a position in Brandywine Realty Trust in Q4 2019 and held it in 6 quarters.
  • Orion Portfolio Solutions's Brandywine Realty Trust position peaked at $238K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.