PP
BDN

Paloma Partners’s Brandywine Realty Trust BDN Stock Holding History

Paloma 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
-10,100
Closed -$54.9K – 353
2024
Q3 		$54.9K Buy
+10,100
New +$50.2K ﹤0.01% 1067
2022
Q1 		– Sell
-35,731
Closed -$480K – 1774
2021
Q4 		$480K Buy
+35,731
New +$491K 0.01% 1121
2021
Q3 		– Sell
-26,778
Closed -$367K – 1113
2021
Q2 		$367K Buy
+26,778
New +$369K 0.01% 1185
2020
Q4 		– Sell
-22,889
Closed -$237K – 1660
2020
Q3 		$237K Buy
+22,889
New +$247K 0.01% 1648
2020
Q1 		– Sell
-93,350
Closed -$1.47M – 1276
2019
Q4 		$1.47M Buy
93,350
+41,031
+78% +$620K 0.02% 752
2019
Q3 		$792K Sell
52,319
-12,619
-19% -$184K 0.02% 873
2019
Q2 		$930K Buy
+64,938
New +$992K 0.02% 728
2018
Q4 		– Sell
-12,009
Closed -$189K – 1282
2018
Q3 		$189K Sell
12,009
-19,201
-62% -$317K ﹤0.01% 1408
2018
Q2 		$527K Buy
+31,210
New +$500K 0.01% 1006
2018
Q1 		– Sell
-22,508
Closed -$410K – 1942
2017
Q4 		$410K Sell
22,508
-6,115
-21% -$108K 0.01% 1412
2017
Q3 		$501K Sell
28,623
-16,873
-37% -$287K 0.01% 1531
2017
Q2 		$798K Buy
+45,496
New +$781K 0.01% 1308
2016
Q3 		– Sell
-25,599
Closed -$430K – 1835
2016
Q2 		$430K Buy
+25,599
New +$390K ﹤0.01% 1603
2015
Q3 		– Sell
-72,981
Closed -$969K – 1611
2015
Q2 		$969K Buy
+72,981
New +$1.06M 0.02% 774

Other funds holding BDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Paloma Partners's BDN Position: Q4 2024 in Review

Paloma Partners sold out of Brandywine Realty Trust (BDN) in Q4 2024, closing a stake of 10,100 shares — an estimated $54.9K sold.

Paloma Partners first reported a position in BDN in Q2 2015 and held it in 14 quarters. The position peaked at $1.47M in Q4 2019. 265 funds tracked by Wall St. Rank hold BDN as of Q4 2024.

  • Paloma Partners reported no remaining Brandywine Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 10,100 Brandywine Realty Trust shares in Q4 2024, an estimated $54.9K.
  • Paloma Partners first reported a position in Brandywine Realty Trust in Q2 2015 and held it in 14 quarters.
  • Paloma Partners's Brandywine Realty Trust position peaked at $1.47M in Q4 2019.
  • 265 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2024.

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