RIA
BDN

Realta Investment Advisors’s Brandywine Realty Trust BDN Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-4,042
Closed -$62K – 396
2019
Q4 		$62K Hold
4,042
– – 0.02% 616
2019
Q3 		$61K Hold
4,042
– – 0.02% 619
2019
Q2 		$58K Hold
4,042
– – 0.02% 633
2019
Q1 		$64K Buy
+4,042
New +$61K 0.03% 492

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Realta Investment Advisors's BDN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Brandywine Realty Trust (BDN) in Q1 2020, closing a stake of 4,042 shares — an estimated $62K sold.

Realta Investment Advisors first reported a position in BDN in Q1 2019 and held it in 4 quarters. The position peaked at $64K in Q1 2019. 241 funds tracked by Wall St. Rank hold BDN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Brandywine Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,042 Brandywine Realty Trust shares in Q1 2020, an estimated $62K.
  • Realta Investment Advisors first reported a position in Brandywine Realty Trust in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Brandywine Realty Trust position peaked at $64K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.