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
2023
Q3 		– Sell
-10,000
Closed -$46.5K – 736
2023
Q2 		$46.5K Sell
10,000
-10,700
-52% -$43.6K ﹤0.01% 678
2023
Q1 		$97.9K Buy
+20,700
New +$121K ﹤0.01% 689

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.