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
Q2 		$182K Buy
57,389
+4,902
+9% +$14.7K ﹤0.01% 1752
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AE Wealth Management's BDN Position: Q2 2026 in Review

AE Wealth Management increased its Brandywine Realty Trust (BDN) stake by 9.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 57,389 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

AE Wealth Management first reported a position in BDN in Q1 2023 and has held it in 14 quarters since. The position peaked at $214K in Q4 2024. 232 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • AE Wealth Management held 57,389 shares of Brandywine Realty Trust worth $182K as of Q2 2026.
  • AE Wealth Management bought 4,902 Brandywine Realty Trust shares in Q2 2026, an estimated $14.7K.
  • Brandywine Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1752 holding.
  • AE Wealth Management first reported a position in Brandywine Realty Trust in Q1 2023 and has held it in 14 quarters since.
  • AE Wealth Management's Brandywine Realty Trust position peaked at $214K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.