Position in BDN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$663,855
+$613,746 QoQ
Shares Held
244,965
+1327.5% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BDN Over Time
Shares Held
Position Value (USD)
Derivatives in BDN
reported options exposure · as of Dec 31, 2020CallValue
$2,501,100
CallShares
210,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Office
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $37,383,582 across 15 REIT - Office names. BDN ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
485,920 | $22,556,403 | |
| 2 | BXP |
BXP, Inc.
|
144,890 | $7,519,788 | |
| 3 | CUZ |
Cousins Properties Inc
|
87,555 | $1,976,114 | |
| 4 | VNO |
Vornado Realty Trust
|
45,370 | $1,179,164 | |
| 5 | CDP |
Copt Defense Properties
|
28,681 | $877,638 | |
| 6 | BDN |
Brandywine Realty Trust
This page
|
244,965 | $663,855 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
81,707 | $482,887 | |
| 8 | HIW |
Highwoods Properties, Inc.
|
21,294 | $455,902 |
All Filings in BDN
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $663,855 | 244,965 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $50,109 | 17,161 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $443,407 | 106,333 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $501,139 | 116,816 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $637,057 | 142,838 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $195,383 | 34,890 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $189,767 | 34,884 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $152,905 | 34,131 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $160,049 | 33,344 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $217,257 | 40,233 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $253,371 | 55,809 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $265,276 | 57,049 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $201,539 | 42,609 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $372,886 | 60,632 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $136,869 | 20,277 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $247,340 | 25,658 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $851,835 | 60,243 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $702,119 | 52,319 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $823,234 | 61,344 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $854,830 | 62,351 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $501,888 | 38,876 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $189,094 | 15,877 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $2,501,100 | 210,000 | Call | Defined | 2021-02-12 | |
| 2020-09-30 | $2,920,016 | 282,400 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $37,853 | 3,661 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $82,098 | 7,539 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $1,850,211 | 169,900 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $367,273 | 34,912 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||