Brandywine Realty Trust (BDN) Ownership

5.66 ↑0.03 (0.53%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Brandywine Realty Trust (BDN), owning a total of 33.5 million shares. Combined, the top 38 institutional holders of BDN own 90.89% of the company with a total of 156.8 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders decreased their combined ownership of BDN by 4.6 million shares. 9 institutions bought 3,738,093 total additional shares and increased their ownership by an average of 72.43%. However 9 institutions sold 8,341,752 total shares and decreased their ownership by an average of 14.19%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Brandywine Realty Trust decreased by a net total of -4,603,659 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.663%	-4.325%	27,044,296	-1,222,382	2024-09-30
State Street Corp	5.949%	2.173%	10,272,055	218,444	2024-09-30
Morgan Stanley - Brokerage Accounts	2.622%	-46.209%	4,527,425	-3,889,263	2024-09-30
Geode Capital Management, LLC	2.542%	-1.065%	4,388,704	-47,258	2024-09-30
Charles Schwab Investment Management Inc	2.391%	-13.391%	4,127,674	-638,222	2024-09-30
JPMorgan Chase & Co	2.226%	-32.637%	3,843,263	-1,862,058	2024-09-30
LSV Asset Management	1.874%	-8.685%	3,235,203	-307,700	2024-09-30
Federated Hermes Inc	1.674%	0.140%	2,891,196	4,045	2024-09-30
Arrowstreet Capital Limited Partnership	1.663%	76.116%	2,870,794	1,240,733	2024-09-30
Dimensional Fund Advisors, Inc.	1.491%	-2.666%	2,573,972	-70,504	2024-09-30
Divco West Real Estate Services, LLC	1.416%	0.000%	2,445,594	0	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.291%	8.906%	2,228,320	182,231	2024-09-30
Northern Trust Corp	1.211%	0.697%	2,090,795	14,479	2024-09-30
Ameriprise Financial Inc	1.106%	1.253%	1,909,463	23,620	2024-09-30
Bank of New York Mellon Corp	0.881%	-13.222%	1,520,860	-231,718	2024-09-30
Goldman Sachs Group Inc	0.851%	29.641%	1,469,693	336,028	2024-09-30
Millennium Management LLC	0.801%	434.748%	1,383,146	1,124,492	2024-09-30
UBS Asset Mgmt Americas Inc	0.717%	-5.542%	1,238,241	-72,647	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	0.695%	98.161%	1,199,171	594,021	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	19.384%	-1.384%	33,470,064	-469,811	2024-06-30
Vanguard Group Inc	15.663%	-4.325%	27,044,296	-1,222,382	2024-09-30
State Street Corporation	6.016%	-8.144%	10,388,364	-920,997	2024-03-31
State Street Corp	5.949%	2.173%	10,272,055	218,444	2024-09-30
Principal Financial Group Inc	2.776%	-4.126%	4,762,116	-204,931	2022-09-30
Morgan Stanley - Brokerage Accounts	2.622%	-46.209%	4,527,425	-3,889,263	2024-09-30
Geode Capital Management, LLC	2.542%	-1.065%	4,388,704	-47,258	2024-09-30
Charles Schwab Investment Management Inc	2.391%	-13.391%	4,127,674	-638,222	2024-09-30
Macquarie Group Ltd	2.395%	-41.928%	4,111,959	-2,968,785	2022-09-30
JPMorgan Chase & Co	2.226%	-32.637%	3,843,263	-1,862,058	2024-09-30
LSV Asset Management	1.874%	-8.685%	3,235,203	-307,700	2024-09-30
Federated Hermes Inc	1.674%	0.140%	2,891,196	4,045	2024-09-30
Arrowstreet Capital Limited Partnership	1.663%	76.116%	2,870,794	1,240,733	2024-09-30
Dimensional Fund Advisors, Inc.	1.491%	-2.666%	2,573,972	-70,504	2024-09-30
Divco West Real Estate Services, LLC	1.416%	0.000%	2,445,594	0	2024-09-30
Nuveen Asset Management, LLC	1.352%	-15.086%	2,326,189	-413,274	2023-03-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.291%	8.906%	2,228,320	182,231	2024-09-30
Balyasny Asset Management LLC	1.241%	24.055%	2,136,422	414,270	2023-03-31
Northern Trust Corp	1.211%	0.697%	2,090,795	14,479	2024-09-30
Point72 Asset Management, L.P.	1.209%	7,435.170%	2,087,242	2,059,542	2024-06-30
Ameriprise Financial Inc	1.106%	1.253%	1,909,463	23,620	2024-09-30
Citadel Advisors Llc	1.100%	-37.351%	1,898,877	-1,132,095	2024-06-30
Systematic Financial Management LP	0.966%	-0.253%	1,661,620	-4,217	2023-09-30
William Blair Investment Management, LLC	0.956%	-7.068%	1,645,759	-125,168	2023-09-30
Bank of New York Mellon Corp	0.881%	-13.222%	1,520,860	-231,718	2024-09-30
Jacobs Levy Equity Management, Inc.	0.867%	0.000%	1,488,104	1,488,104	2022-06-30
Goldman Sachs Group Inc	0.851%	29.641%	1,469,693	336,028	2024-09-30
Wellington Management Company LLP	0.823%	-35.824%	1,411,417	-787,867	2022-09-30
Millennium Management LLC	0.801%	434.748%	1,383,146	1,124,492	2024-09-30
Legal & General Group PLC	0.773%	-6.995%	1,334,408	-100,364	2024-06-30
UBS Asset Mgmt Americas Inc	0.717%	-5.542%	1,238,241	-72,647	2024-09-30
NORGES BANK	0.711%	-33.391%	1,224,073	-613,627	2023-12-31
Amvescap Plc.	0.706%	0.508%	1,218,385	6,162	2024-03-31
Mirae Asset Global Investments (Korea) Co Ltd	0.706%	-18.056%	1,216,839	-268,127	2023-12-31
Nordea Investment Mgmt Bank Demark A/s	0.695%	98.161%	1,199,171	594,021	2024-09-30
Two Sigma Investments LLC	0.650%	68.229%	1,121,998	455,050	2024-03-31
Verition Fund Managegment, LLC	0.617%	149.686%	1,064,623	638,238	2024-03-31
AQR Capital Management LLC	0.583%	-15.393%	1,005,869	-183,003	2024-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Brandywine Realty Trust (BDN), owning a total of 11.1 million shares. Combined, the top 41 mutual fund holders of BDN own 56.11% of the company with a total of 96.7 million shares.

In the latest ownership report on November 30th 2024, the top 41 fund holders increased their combined ownership of BDN by 92 thousand shares. 5 funds bought 68,509 total additional shares and increased their ownership by an average of 0.62%. However 4 funds sold 160,975 total shares and decreased their ownership by an average of 0.8%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Brandywine Realty Trust decreased by a net total of -92,466 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.455%	0.000%	11,145,475	0	2024-11-30
Vanguard Real Estate Index Investor	3.868%	-1.439%	6,678,512	-97,511	2024-11-30
iShares Russell 2000 ETF	2.773%	0.000%	4,788,805	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.706%	-1.218%	4,672,072	-57,613	2024-11-30
Vanguard Small Cap Index	2.400%	0.586%	4,144,296	24,150	2024-11-30
Vanguard Small Cap Value Index Inv	1.618%	0.492%	2,793,036	13,680	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.475%	0.660%	2,547,129	16,710	2024-11-30
iShares S&P Small-Cap 600 Value ETF	1.013%	0.000%	1,749,645	0	2024-11-30
iShares Russell 2000 Value ETF	0.958%	0.000%	1,654,787	0	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.752%	-0.016%	1,298,953	-210	2024-11-30
Vanguard Real Estate II Index	0.638%	-0.509%	1,101,835	-5,641	2024-11-30
Columbia Small Cap Value I A	0.613%	1.215%	1,058,440	12,700	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.600%	0.000%	1,036,506	0	2024-11-30
Schwab US REIT ETF™	0.579%	0.127%	999,420	1,269	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.455%	0.000%	11,145,475	0	2024-11-30
Vanguard Real Estate Index Investor	3.868%	-1.439%	6,678,512	-97,511	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.159%	1.027%	5,436,150	55,257	2023-03-31
iShares Russell 2000 ETF	2.773%	0.000%	4,788,805	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.706%	-1.218%	4,672,072	-57,613	2024-11-30
Delaware Sm-Cap Val Eq	2.523%	0.000%	4,329,337	0	2022-03-31
Vanguard Small Cap Index	2.400%	0.586%	4,144,296	24,150	2024-11-30
Invesco KBW Premium Yield Eq REIT ETF	1.746%	0.000%	3,004,120	0	2023-11-30
Vanguard Small Cap Value Index Inv	1.618%	0.492%	2,793,036	13,680	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.475%	0.660%	2,547,129	16,710	2024-11-30
Federated Hermes MDT SCC Institutional	1.470%	0.000%	2,538,810	0	2024-09-30
Federated Hermes MDT Small Cap Core IS	1.470%	0.000%	2,538,810	0	2024-09-30
Schwab Fundamental US Small Company ETF	1.438%	0.000%	2,477,559	0	2024-05-31
Vanguard Extended Market Index Investor	1.387%	-0.023%	2,386,143	-550	2023-08-31
Delaware US Small Cap Value Eq SMA	1.300%	-48.499%	2,229,637	-2,099,700	2022-09-30
Delaware Small Cap Value A	1.300%	-48.499%	2,229,637	-2,099,700	2022-09-30
SPDR® S&P Global Div Aristocrats ETF	1.166%	3.269%	2,002,884	63,395	2023-01-31
Global X SuperDividend™ ETF	1.052%	0.000%	1,816,799	0	2024-11-29
Fidelity Small Cap Index	1.039%	-0.583%	1,794,200	-10,526	2024-09-30
iShares S&P Small-Cap 600 Value ETF	1.013%	0.000%	1,749,645	0	2024-11-30
Fidelity® Small Cap Index	0.977%	2.149%	1,681,664	35,377	2023-10-31
iShares Russell 2000 Value ETF	0.958%	0.000%	1,654,787	0	2024-11-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.912%	0.092%	1,575,280	1,450	2024-11-29
SPDR® Portfolio S&P 600 Sm Cap ETF	0.891%	-0.142%	1,534,036	-2,177	2024-05-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.820%	0.000%	1,415,317	0	2024-08-31
Principal Real Estate Securities R5	0.788%	-5.828%	1,352,618	-83,706	2022-11-30
Schwab Fundamental U.S. Small CompanyETF	0.752%	-0.016%	1,298,953	-210	2024-11-30
Vanguard Strategic Equity Inv	0.721%	14.599%	1,240,687	158,052	2023-03-31
Matthew 25	0.670%	-5.350%	1,150,000	-65,000	2022-09-30
CREF Stock R1	0.654%	-4.503%	1,122,931	-52,948	2022-12-31
Vanguard Tax-Managed Small Cap Adm	0.649%	-28.411%	1,113,733	-442,000	2023-02-28
Vanguard Real Estate II Index	0.638%	-0.509%	1,101,835	-5,641	2024-11-30
Columbia Small Cap Value I A	0.613%	1.215%	1,058,440	12,700	2024-11-30
SPDR® S&P 600 Small Cap Value ETF	0.607%	0.000%	1,048,067	0	2024-08-31
Columbia Small Cap Value I	0.606%	3.617%	1,045,740	36,500	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.600%	0.000%	1,036,506	0	2024-11-30
Fidelity Extended Market Index	0.597%	-3.655%	1,030,480	-39,090	2024-09-30
DFA Real Estate Securities I	0.582%	0.000%	1,001,995	0	2024-02-29
Schwab US REIT ETF™	0.579%	0.127%	999,420	1,269	2024-11-30
Fidelity® Extended Market Index	0.575%	4.708%	988,948	44,465	2023-11-30
TIAA-CREF Quant Small-Cap Equity Instl	0.565%	-2.307%	970,700	-22,920	2023-02-28