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

Shelton 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
2023 Q4	–	Sell	-10,779	Closed	-$48.9K	–	734
2023 Q3	$48.9K	Hold	10,779	–	–	﹤0.01%	696
2023 Q2	$50.1K	Hold	10,779	–	–	﹤0.01%	725
2023 Q1	$51K	Hold	10,779	–	–	﹤0.01%	727
2022 Q4	$66.3K	Hold	10,779	–	–	0.01%	677
2022 Q3	$73K	Hold	10,779	–	–	﹤0.01%	679
2022 Q2	$104K	Hold	10,779	–	–	﹤0.01%	705
2022 Q1	$152K	Sell	10,779 -630	-6%	-$8.53K	0.01%	798
2021 Q4	$153K	Hold	11,409	–	–	0.01%	820
2021 Q3	$153K	Hold	11,409	–	–	0.01%	788
2021 Q2	$156K	Hold	11,409	–	–	0.01%	815
2021 Q1	$147K	Hold	11,409	–	–	0.01%	795
2020 Q4	$136K	Sell	11,409 -591	-5%	-$6.35K	0.01%	709
2020 Q3	$124K	Buy	+12,000	New	+$130K	0.01%	731

Other funds holding BDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shelton Capital Management's BDN Position: Q4 2023 in Review

Shelton Capital Management sold out of Brandywine Realty Trust (BDN) in Q4 2023, closing a stake of 10,779 shares — an estimated $48.9K sold.

Shelton Capital Management first reported a position in BDN in Q3 2020 and held it in 13 quarters. The position peaked at $156K in Q2 2021. 261 funds tracked by Wall St. Rank hold BDN as of Q4 2023.

Shelton Capital Management reported no remaining Brandywine Realty Trust position as of Q4 2023 after selling out during the quarter.
Shelton Capital Management sold 10,779 Brandywine Realty Trust shares in Q4 2023, an estimated $48.9K.
Shelton Capital Management first reported a position in Brandywine Realty Trust in Q3 2020 and held it in 13 quarters.
Shelton Capital Management's Brandywine Realty Trust position peaked at $156K in Q2 2021.
261 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.