PH
BDN

Pinnacle Holdings’s Brandywine Realty Trust BDN Stock Holding History

Pinnacle Holdings’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
Q2 		– Sell
-6,983
Closed -$31.1K – 233
2025
Q1 		$31.1K Sell
6,983
-655
-9% -$3.24K 0.01% 209
2024
Q4 		$42.8K Sell
7,638
-115
-1% -$642 0.02% 202
2024
Q3 		$42.2K Sell
7,753
-694
-8% -$3.45K 0.02% 200
2024
Q2 		$37.8K Hold
8,447
– – 0.02% 206
2024
Q1 		$40.5K Buy
+8,447
New +$39.2K 0.02% 195

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Pinnacle Holdings's BDN Position: Q2 2025 in Review

Pinnacle Holdings sold out of Brandywine Realty Trust (BDN) in Q2 2025, closing a stake of 6,983 shares — an estimated $31.1K sold.

Pinnacle Holdings first reported a position in BDN in Q1 2024 and held it in 5 quarters. The position peaked at $42.8K in Q4 2024. 261 funds tracked by Wall St. Rank hold BDN as of Q2 2025.

  • Pinnacle Holdings reported no remaining Brandywine Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Holdings sold 6,983 Brandywine Realty Trust shares in Q2 2025, an estimated $31.1K.
  • Pinnacle Holdings first reported a position in Brandywine Realty Trust in Q1 2024 and held it in 5 quarters.
  • Pinnacle Holdings's Brandywine Realty Trust position peaked at $42.8K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2025.

Based on Pinnacle Holdings's 13F filing for Q2 2025, filed 7 Aug 2025.