Carson Wealth (CWM LLC)’s Brandywine Realty Trust BDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $340K | Buy |
125,554
+78,302
| +166% | +$234K | ﹤0.01% | 2301 |
|
|
2025
Q4 | $138K | Buy |
47,252
+18,531
| +65% | +$63K | ﹤0.01% | 2837 |
|
|
2025
Q3 | $120K | Buy |
28,721
+2,873
| +11% | +$12.1K | ﹤0.01% | 2832 |
|
|
2025
Q2 | $111K | Buy |
25,848
+1,204
| +5% | +$5K | ﹤0.01% | 2614 |
|
|
2025
Q1 | $110K | Sell |
24,644
-3,749
| -13% | -$18.6K | ﹤0.01% | 2353 |
|
|
2024
Q4 | $159K | Buy |
28,393
+2,330
| +9% | +$13K | ﹤0.01% | 1979 |
|
|
2024
Q3 | $142K | Buy |
26,063
+2,540
| +11% | +$12.6K | ﹤0.01% | 1962 |
|
|
2024
Q2 | $105K | Buy |
23,523
+1,394
| +6% | +$6.35K | ﹤0.01% | 1944 |
|
|
2024
Q1 | $106K | Buy |
22,129
+2,365
| +12% | +$11K | ﹤0.01% | 1846 |
|
|
2023
Q4 | $107K | Sell |
19,764
-4,148
| -17% | -$18.2K | ﹤0.01% | 1714 |
|
|
2023
Q3 | $109K | Sell |
23,912
-726
| -3% | -$3.46K | ﹤0.01% | 1580 |
|
|
2023
Q2 | $115K | Buy |
24,638
+10,730
| +77% | +$43.8K | ﹤0.01% | 1503 |
|
|
2023
Q1 | $66K | Buy |
13,908
+5,093
| +58% | +$29.9K | ﹤0.01% | 1715 |
|
|
2022
Q4 | $54K | Buy |
8,815
+8,082
| +1,103% | +$52K | ﹤0.01% | 1684 |
|
|
2022
Q3 | $5K | Sell |
733
-111
| -13% | -$948 | ﹤0.01% | 3038 |
|
|
2022
Q2 | $8K | Sell |
844
-2,227
| -73% | -$25.1K | ﹤0.01% | 2684 |
|
|
2022
Q1 | $43K | Buy |
3,071
+1,593
| +108% | +$21.6K | ﹤0.01% | 1664 |
|
|
2021
Q4 | $20K | Buy |
+1,478
| New | +$20.3K | ﹤0.01% | 1981 |
|
|
2021
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2933 |
|
|
2021
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 2933 |
|
|
2020
Q4 | $0 | Hold |
34
| – | – | ﹤0.01% | 2933 |
|
|
2020
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 2933 |
|
|
2020
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2933 |
|
|
2020
Q1 | $0 | Hold |
34
| – | – | ﹤0.01% | 2933 |
|
|
2019
Q4 | $0 | Hold |
34
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q3 | $0 | Hold |
34
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 2932 |
|
|
2019
Q1 | $0 | Buy |
+34
| New | +$514 | ﹤0.01% | 2945 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$1K | – | 2098 |
|
|
2018
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 1618 |
|
|
2018
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 1483 |
|
|
2018
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q4 | $1K | Sell |
52
-136
| -72% | -$2.41K | ﹤0.01% | 1331 |
|
|
2017
Q3 | $3K | Buy |
188
+136
| +262% | +$2.31K | ﹤0.01% | 1184 |
|
|
2017
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 1071 |
|
|
2017
Q1 | $1K | Buy |
+52
| New | +$847 | ﹤0.01% | 1039 |
|
Other funds holding BDN
LAII
Carson Wealth (CWM LLC)'s BDN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Brandywine Realty Trust (BDN) stake by 166% in Q1 2026, buying an estimated $234K and bringing the position to 125,554 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.
Carson Wealth (CWM LLC) first reported a position in BDN in Q1 2017 and has held it in 35 quarters since. 231 funds tracked by Wall St. Rank hold BDN as of Q1 2026.
- Carson Wealth (CWM LLC) held 125,554 shares of Brandywine Realty Trust worth $340K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 78,302 Brandywine Realty Trust shares in Q1 2026, an estimated $234K.
- Brandywine Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2301 holding.
- Carson Wealth (CWM LLC) first reported a position in Brandywine Realty Trust in Q1 2017 and has held it in 35 quarters since.
- 231 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.