Arrow Investment Advisors, LLC BDN — BRANDYWINE RLTY TR

Ownership history in Arrow Investment Advisors, LLC  ·  22 quarters on record

AI Ownership Summary

Arrow Investment Advisors, LLC reported BRANDYWINE RLTY TR (BDN) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows BDN at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arrow Investment Advisors, LLC's position in BRANDYWINE RLTY TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BDN was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BDN stock page Arrow Investment Advisors, LLC fund profile Arrow Investment Advisors, LLC full holdings
How Arrow Investment Advisors, LLC held BDN — position size vs. price
% of Fund (quarterly)    BDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 65,159 +14,052 +27.5% 0.19% $177K 2026-05-04 $2.92
2025 Q4 ADDED — — — 51,107 +4,676 +10.1% 0.17% $149K 2026-02-09 $3.13
2025 Q3 ADDED — — — 46,431 +5,874 +14.5% 0.21% $194K 2025-10-30 $3.31
2025 Q2 ADDED — — — 40,557 +13,042 +47.4% 0.17% $174K 2025-07-11 $3.98
2025 Q1 REDUCED 11.0% -0.5% ✅ 27,515 -3,413 -11.0% 0.13% $123K 2025-04-22 $3.47
2024 Q4 ADDED — — — 30,928 +1,337 +4.5% 0.16% $168K 2025-03-25 $3.89
2024 Q2 UNCHANGED — — — 29,591 — 0% 0.12% $133K 2024-08-14 $4.09
2024 Q1 REDUCED 11.1% -5.2% ✅ 29,591 -3,696 -11.1% 0.12% $142K 2024-05-15 $3.91
2023 Q4 UNCHANGED — — — 33,287 — 0% 0.16% $180K 2024-02-14 $3.01
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BDN

As of 2026 Q1 — sorted by position size

Divco West Real Estate Services, LLC 3Y 9.22% LM Asset Management Inc. 5.27% Presima Securities ULC 3Y 7Y 0.4% Pensionfund PDN 3Y 7Y 0.21% Pensionfund Sabic 3Y 7Y 0.15% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.15% WMG Financial Advisors, LLC 3Y 0.11% INVESTED ADVISORS 0.1% Abundance Wealth Counselors 3Y 7Y 0.08% Verus Financial Partners, Inc. 3Y 7Y 0.07%

FAQ About Arrow Investment Advisors, LLC and BDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arrow Investment Advisors, LLC reported owning BDN?

Arrow Investment Advisors, LLC reported BDN across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BDN position in Arrow Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for BDN was 0.21% in 2025 Q3.

What is the latest reported BDN position on this page?

The most recent filing on this page is 2026 Q1, when Arrow Investment Advisors, LLC reported 65,159 shares, equal to 0.19% of portfolio, with an estimated market value of $177K.

What does the chart on this BDN ownership page compare?

The chart compares Arrow Investment Advisors, LLC's quarterly BDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arrow Investment Advisors, LLC time their BDN position?

Based on 13F filing dates vs. subsequent BDN price moves, Arrow Investment Advisors, LLC correctly timed 7 out of 18 reported position changes (39%). The annualised alpha on BDN relative to SPY over the holding period was -54.5%.

← Back to Arrow Investment Advisors, LLC Holdings