Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brandywine Rlty Tr (BDN)

222 + Investors. Track Smart Money conviction in BDN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
4Q ▼
Buyers last Q
47%

Smart Money Signals — BDN

Based on 224 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their BDN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
224 funds currently hold this stock — 81% of the 3.0-year high of 277 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
51 fewer hedge funds hold BDN compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

123 buying140 selling
Last quarter: 140 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 30 → 43 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 12% medium ■ 16% new
160 out of 224 hedge funds have held BDN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

41 → 24 → 30 → 43 → 41 new funds/Q
New funds entering each quarter: 24 → 30 → 43 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 76% veterans vs 17% newcomers

■ 76% veterans ■ 7% 1-2yr ■ 17% new
Entry-cohort mix of 229 holders: 174 (76%) are 2+ year veterans, 17 entered 1–2 years ago, and 38 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
53 of 224 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BDN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BDN

In 2026 Q1, 123 hedge funds were net buyers of BDN (41 opened a new position, 82 added to an existing one), while 140 reduced or exited (77 trimmed, 63 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 55% of total institutional value in BDN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -22 funds (more exits than new entries). Total institutional holders: 224.

Hedge Fund Ownership: BDN

How many hedge funds hold BDN — quarterly history vs. share price
Quarterly hedge fund ownership of BDN vs. share price

Market Analysis: BDN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BDN

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 1 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: BDN
2026 Q2 Stats Unlock in 5 days 222 + Investors

Track Smart Money conviction in BDN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 222 245 -9.39%
13F Shares 126M 145M -12.71%
Total Value $336M $421M -20.24%
New Positions 40 43 -3
Increased Positions 80 77 +3
Closed Positions 63 46 +17
Reduced Positions 75 97 -22
Total Calls 2 1 100.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.5 3.0 Bearish

Statistics: BDN

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Financial Highlights

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Institutional Holders (2026 Q2)

222 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BDN. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BDN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Divco West Real Estate Services, LLC 8.24% 2,445,594 $7.8M
2 LM Asset Management Inc. 6.62% 3,369,000 $10.7M
3 Arrow Investment Advisors, LLC 0.22% 71,199 $226K
4 Pacific Ridge Capital Partners, LLC 0.14% 245,003 $777K
5 Invested Advisors 0.11% 40,069 $127K
6 Abundance Wealth Counselors 0.08% 392,850 $1.2M
7 Verus Financial Partners, Inc. 0.07% 272,417 $864K
8 Investment Research Partners LLC 0.07% 68,670 $218K
9 Avail Investment Partners, LLC 0.07% 28,731 $91K
10 Vert Asset Management LLC 0.06% 72,480 $230K
11 Redhawk Wealth Advisors, Inc. 0.04% 113,935 $361K
12 Wolverine Asset Management LLC 0.03% 1,237,294 $3.9M
13 Inspire Investing, LLC 0.03% 213,161 $676K
14 Sheets Smith Wealth Management 0.02% 68,473 $217K
15 17 Capital Partners, LLC 0.02% 14,062 $45K
16 WMG Financial Advisors, LLC 0.02% 16,500 $52K
17 Congress Asset Management Co 0.02% 1,002,668 $3.2M
18 WealthTrust Axiom LLC 0.02% 22,408 $71K
19 Telos Capital Management, Inc. 0.01% 45,982 $146K
20 Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.01% 16,416 $52K
21 WINTON GROUP Ltd 0.01% 109,500 $347K
22 Atom Investors LP 0.01% 33,455 $106K
23 Icon Wealth Advisors, LLC 0.01% 49,147 $156K
24 Pinnacle Wealth Planning Services, Inc. 0.01% 30,898 $98K
25 Greenland Capital Management LP 0.01% 20,000 $63K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Brandywine Rlty Tr (BDN)

What does the Smart Money Trend signal show for BDN?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their BDN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BDN?

More sellers than buyers — 47% buying: Last quarter: 140 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BDN holders?

Elite ownership — 55% AUM from top-100 funds: 53 of 224 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in BDN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BDN?

71% of holders stayed for 2+ years: 160 out of 224 hedge funds have held BDN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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