TI
BDN

tru Independence’s Brandywine Realty Trust BDN Stock Holding History

tru Independence’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
Q1 		– Sell
-216,075
Closed -$1.33M – 121
2022
Q4 		$1.33M Sell
216,075
-3,450
-2% -$22.2K 0.43% 58
2022
Q3 		$1.48M Sell
219,525
-11,125
-5% -$95K 0.52% 56
2022
Q2 		$2.22M Sell
230,650
-592
-0.3% -$6.68K 0.71% 54
2022
Q1 		$3.27M Buy
231,242
+15,575
+7% +$211K 0.89% 52
2021
Q4 		$2.89M Sell
215,667
-2,531
-1% -$34.8K 0.79% 55
2021
Q3 		$2.93M Sell
218,198
-5,750
-3% -$79.1K 0.82% 57
2021
Q2 		$3.07M Sell
223,948
-4,287
-2% -$59.1K 0.9% 54
2021
Q1 		$2.95M Sell
228,235
-4,932
-2% -$60.2K 0.56% 66
2020
Q4 		$2.78K Buy
+233,167
New +$2.51M 0.01% 312
2020
Q3 		– Sell
-246,542
Closed -$2.69K – 368
2020
Q2 		$2.69K Sell
246,542
-6,200
-2% -$63.8K 0.39% 67
2020
Q1 		$2.66K Sell
252,742
-20,700
-8% -$292K 0.43% 63
2019
Q4 		$4.31M Buy
+273,442
New +$4.13M 0.62% 56

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's BDN Position: Q1 2023 in Review

tru Independence sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 216,075 shares — an estimated $1.33M sold.

tru Independence first reported a position in BDN in Q4 2019 and held it in 12 quarters. The position peaked at $4.31M in Q4 2019. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

  • tru Independence reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
  • tru Independence sold 216,075 Brandywine Realty Trust shares in Q1 2023, an estimated $1.33M.
  • tru Independence first reported a position in Brandywine Realty Trust in Q4 2019 and held it in 12 quarters.
  • tru Independence's Brandywine Realty Trust position peaked at $4.31M in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on tru Independence's 13F filing for Q1 2023, filed 25 Apr 2023.