CAPTRUST Financial Advisors
BDN

CAPTRUST Financial Advisors’s Brandywine Realty Trust BDN Stock Holding History

CAPTRUST Financial Advisors’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 		$91.7K Buy
33,823
+22,264
+193% +$66.6K ﹤0.01% 2824
2025
Q4 		$33.8K Sell
11,559
-20,739
-64% -$70.5K ﹤0.01% 2697
2025
Q3 		$135K Buy
+32,298
New +$136K ﹤0.01% 2483
2024
Q1 		– Sell
-33,478
Closed -$181K – 2194
2023
Q4 		$181K Sell
33,478
-6,990
-17% -$30.7K ﹤0.01% 2422
2023
Q3 		$184K Buy
40,468
+1,408
+4% +$6.7K ﹤0.01% 2316
2023
Q2 		$182K Buy
+39,060
New +$159K ﹤0.01% 2287
2023
Q1 		– Sell
-18,367
Closed -$113K – 2315
2022
Q4 		$113K Buy
18,367
+7,544
+70% +$48.5K ﹤0.01% 2041
2022
Q3 		$73K Buy
+10,823
New +$92.4K ﹤0.01% 1964

Other funds holding BDN

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $192M AUM 105.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors's BDN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Brandywine Realty Trust (BDN) stake by 193% in Q1 2026, buying an estimated $66.6K and bringing the position to 33,823 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

CAPTRUST Financial Advisors first reported a position in BDN in Q3 2022 and has held it in 8 quarters since. The position peaked at $184K in Q3 2023. 230 funds tracked by Wall St. Rank hold BDN as of Q1 2026.

  • CAPTRUST Financial Advisors held 33,823 shares of Brandywine Realty Trust worth $91.7K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 22,264 Brandywine Realty Trust shares in Q1 2026, an estimated $66.6K.
  • Brandywine Realty Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2824 holding.
  • CAPTRUST Financial Advisors first reported a position in Brandywine Realty Trust in Q3 2022 and has held it in 8 quarters since.
  • CAPTRUST Financial Advisors's Brandywine Realty Trust position peaked at $184K in Q3 2023.
  • 230 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.