RWM
BDN

Raffa Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Raffa Wealth 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
2024
Q1 		– Sell
-208
Closed -$1.12K – 1132
2023
Q4 		$1.12K Hold
208
– – ﹤0.01% 790
2023
Q3 		$944 Sell
208
-306
-60% -$1.46K ﹤0.01% 804
2023
Q2 		$2.39K Buy
+514
New +$2.1K ﹤0.01% 558

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raffa Wealth Management's BDN Position: Q1 2024 in Review

Raffa Wealth Management sold out of Brandywine Realty Trust (BDN) in Q1 2024, closing a stake of 208 shares — an estimated $1.12K sold.

Raffa Wealth Management first reported a position in BDN in Q2 2023 and held it in 3 quarters. The position peaked at $2.39K in Q2 2023. 249 funds tracked by Wall St. Rank hold BDN as of Q1 2024.

  • Raffa Wealth Management reported no remaining Brandywine Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 208 Brandywine Realty Trust shares in Q1 2024, an estimated $1.12K.
  • Raffa Wealth Management first reported a position in Brandywine Realty Trust in Q2 2023 and held it in 3 quarters.
  • Raffa Wealth Management's Brandywine Realty Trust position peaked at $2.39K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2024.

Based on Raffa Wealth Management's 13F filing for Q1 2024, filed 27 Jul 2026.