SW
BDN

SVB Wealth’s Brandywine Realty Trust BDN Stock Holding History

SVB Wealth’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
Q3 		– Sell
-10,849
Closed -$48.6K – 80
2024
Q2 		$48.6K Sell
10,849
-4,098
-27% -$18.7K ﹤0.01% 732
2024
Q1 		$71.7K Sell
14,947
-760
-5% -$3.52K ﹤0.01% 824
2023
Q4 		$84.8K Sell
15,707
-1,316
-8% -$5.78K ﹤0.01% 840
2023
Q3 		$77.3K Sell
17,023
-3,761
-18% -$17.9K ﹤0.01% 816
2023
Q2 		$96.6K Buy
+20,784
New +$84.8K ﹤0.01% 877

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SVB Wealth's BDN Position: Q3 2024 in Review

SVB Wealth sold out of Brandywine Realty Trust (BDN) in Q3 2024, closing a stake of 10,849 shares — an estimated $48.6K sold.

SVB Wealth first reported a position in BDN in Q2 2023 and held it in 5 quarters. The position peaked at $96.6K in Q2 2023. 283 funds tracked by Wall St. Rank hold BDN as of Q3 2024.

  • SVB Wealth reported no remaining Brandywine Realty Trust position as of Q3 2024 after selling out during the quarter.
  • SVB Wealth sold 10,849 Brandywine Realty Trust shares in Q3 2024, an estimated $48.6K.
  • SVB Wealth first reported a position in Brandywine Realty Trust in Q2 2023 and held it in 5 quarters.
  • SVB Wealth's Brandywine Realty Trust position peaked at $96.6K in Q2 2023.
  • 283 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2024.

Based on SVB Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.