PCM
BDN

Penn Capital Management’s Brandywine Realty Trust BDN Stock Holding History

Penn Capital Management’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
2025
Q3 		– Sell
-1,901,748
Closed -$8.18M – 176
2025
Q2 		$8.18M Sell
1,901,748
-773,546
-29% -$3.21M 0.71% 68
2025
Q1 		$12M Buy
2,675,294
+300,351
+13% +$1.49M 1.16% 46
2024
Q4 		$13.3M Buy
+2,374,943
New +$13.3M 1.3% 26

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Penn Capital Management's BDN Position: Q3 2025 in Review

Penn Capital Management sold out of Brandywine Realty Trust (BDN) in Q3 2025, closing a stake of 1,901,748 shares — an estimated $8.18M sold.

Penn Capital Management first reported a position in BDN in Q4 2024 and held it in 3 quarters. The position peaked at $13.3M in Q4 2024. 256 funds tracked by Wall St. Rank hold BDN as of Q3 2025.

  • Penn Capital Management reported no remaining Brandywine Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Penn Capital Management sold 1,901,748 Brandywine Realty Trust shares in Q3 2025, an estimated $8.18M.
  • Penn Capital Management first reported a position in Brandywine Realty Trust in Q4 2024 and held it in 3 quarters.
  • Penn Capital Management's Brandywine Realty Trust position peaked at $13.3M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2025.

Based on Penn Capital Management's 13F filing for Q3 2025, filed 24 Nov 2025.