AWM
BDN

AE Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

AE Wealth Management’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
2026
Q1 		$142K Buy
52,487
+7,378
+16% +$22.1K ﹤0.01% 1693
2025
Q4 		$132K Buy
45,109
+7,147
+19% +$24.3K ﹤0.01% 1620
2025
Q3 		$158K Buy
37,962
+6,464
+21% +$27.2K ﹤0.01% 1450
2025
Q2 		$135K Sell
31,498
-2,183
-6% -$9.07K ﹤0.01% 1403
2025
Q1 		$150K Sell
33,681
-4,514
-12% -$22.3K ﹤0.01% 1348
2024
Q4 		$214K Buy
38,195
+21,013
+122% +$117K ﹤0.01% 1245
2024
Q3 		$93.5K Buy
17,182
+37
+0.2% +$184 ﹤0.01% 1209
2024
Q2 		$76.8K Sell
17,145
-9,109
-35% -$41.5K ﹤0.01% 1209
2024
Q1 		$126K Buy
26,254
+10,697
+69% +$49.6K ﹤0.01% 1114
2023
Q4 		$79.3K Buy
15,557
+850
+6% +$3.73K ﹤0.01% 1960
2023
Q3 		$66.8K Buy
14,707
+5
+0% +$24 ﹤0.01% 1870
2023
Q2 		$68.4K Buy
14,702
+3,842
+35% +$15.7K ﹤0.01% 1827
2023
Q1 		$51.4K Buy
+10,860
New +$63.7K ﹤0.01% 1815

Other funds holding BDN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $166M AUM 105.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return