Compass Financial Management’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
Q3
$280 Hold
100
– – ﹤0.01% 1642
2026
Q2
$317 Buy
+100
New +$301 ﹤0.01% 1453

Other funds holding BDN

Compass Financial Management's BDN Position: Q3 2026 in Review

Compass Financial Management held its Brandywine Realty Trust (BDN) position steady in Q3 2026 at 100 shares worth $280. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

Compass Financial Management first reported a position in BDN in Q2 2026 and has held it in 2 quarters since. The position peaked at $317 in Q2 2026. 172 funds tracked by Wall St. Rank hold BDN as of Q3 2026.

  • Compass Financial Management held 100 shares of Brandywine Realty Trust worth $280 as of Q3 2026.
  • Compass Financial Management left its Brandywine Realty Trust share count unchanged in Q3 2026.
  • Brandywine Realty Trust made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1642 holding.
  • Compass Financial Management first reported a position in Brandywine Realty Trust in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Brandywine Realty Trust position peaked at $317 in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.