SC
BDN

Savant Capital’s Brandywine Realty Trust BDN Stock Holding History

Savant Capital’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
Q1 		– Sell
-20,012
Closed -$112K – 1115
2024
Q4 		$112K Sell
20,012
-10,728
-35% -$59.9K ﹤0.01% 1372
2024
Q3 		$167K Buy
+30,740
New +$153K ﹤0.01% 1303

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Savant Capital's BDN Position: Q1 2025 in Review

Savant Capital sold out of Brandywine Realty Trust (BDN) in Q1 2025, closing a stake of 20,012 shares — an estimated $112K sold.

Savant Capital first reported a position in BDN in Q3 2024 and held it in 2 quarters. The position peaked at $167K in Q3 2024. 276 funds tracked by Wall St. Rank hold BDN as of Q1 2025.

  • Savant Capital reported no remaining Brandywine Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 20,012 Brandywine Realty Trust shares in Q1 2025, an estimated $112K.
  • Savant Capital first reported a position in Brandywine Realty Trust in Q3 2024 and held it in 2 quarters.
  • Savant Capital's Brandywine Realty Trust position peaked at $167K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.