COMPASS FINANCIAL MANAGEMENT LLC’s Brandywine Realty Trust BDN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$317	Buy	+100	New	+$301	﹤0.01%	1453

Other funds holding BDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LAII

LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

DWRES

Divco West Real Estate Services San Francisco, California $94M AUM 2.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BDN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Brandywine Realty Trust (BDN) in Q2 2026: 100 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings.

142 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 100 shares of Brandywine Realty Trust worth $317 as of Q2 2026.
Brandywine Realty Trust was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Brandywine Realty Trust made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1453 holding.
142 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.