SGI
BDN

Summit Global Investments’s Brandywine Realty Trust BDN Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-53,300
Closed -$252K – 541
2023
Q1 		$252K Hold
53,300
– – 0.02% 459
2022
Q4 		$328K Hold
53,300
– – 0.03% 381
2022
Q3 		$360K Buy
53,300
+27,700
+108% +$236K 0.03% 375
2022
Q2 		$247K Buy
+25,600
New +$289K 0.02% 425

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Global Investments's BDN Position: Q2 2023 in Review

Summit Global Investments sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 53,300 shares — an estimated $252K sold.

Summit Global Investments first reported a position in BDN in Q2 2022 and held it in 4 quarters. The position peaked at $360K in Q3 2022. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

  • Summit Global Investments reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 53,300 Brandywine Realty Trust shares in Q2 2023, an estimated $252K.
  • Summit Global Investments first reported a position in Brandywine Realty Trust in Q2 2022 and held it in 4 quarters.
  • Summit Global Investments's Brandywine Realty Trust position peaked at $360K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.