Creative Planning
BDN

Creative Planning’s Brandywine Realty Trust BDN Stock Holding History

Creative Planning’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 		$140K Buy
51,693
+28,129
+119% +$84.1K ﹤0.01% 3832
2025
Q4 		$68.8K Buy
23,564
+6,641
+39% +$22.6K ﹤0.01% 3763
2025
Q3 		$70.6K Buy
16,923
+2,679
+19% +$11.3K ﹤0.01% 3718
2025
Q2 		$61.1K Buy
14,244
+2,749
+24% +$11.4K ﹤0.01% 3496
2025
Q1 		$51.3K Buy
+11,495
New +$56.9K ﹤0.01% 3343
2017
Q3 		– Sell
-276
Closed -$5K – 2059
2017
Q2 		$5K Sell
276
-200
-42% -$3.43K ﹤0.01% 3964
2017
Q1 		$8K Hold
476
– – ﹤0.01% 3703
2016
Q4 		$8K Buy
476
+200
+72% +$3.06K ﹤0.01% 3670
2016
Q3 		$4K Buy
+276
New +$4.5K ﹤0.01% 3951
2016
Q2 		– Sell
-1,500
Closed -$21K – 4350
2016
Q1 		$21K Hold
1,500
– – ﹤0.01% 2713
2015
Q4 		$20K Hold
1,500
– – ﹤0.01% 2840
2015
Q3 		$18K Buy
+1,500
New +$19.6K ﹤0.01% 2791
2015
Q2 		– Sell
-250
Closed -$4K – 1276
2015
Q1 		$4K Buy
+250
New +$4.02K ﹤0.01% 3611
2013
Q3 		– Sell
-35
Closed – – 3209
2013
Q2 		$0 Buy
+35
New +$510 ﹤0.01% 3065

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

Creative Planning's BDN Position: Q1 2026 in Review

Creative Planning increased its Brandywine Realty Trust (BDN) stake by 119% in Q1 2026, buying an estimated $84.1K and bringing the position to 51,693 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Creative Planning first reported a position in BDN in Q2 2013 and has held it in 14 quarters since. 230 funds tracked by Wall St. Rank hold BDN as of Q1 2026.

  • Creative Planning held 51,693 shares of Brandywine Realty Trust worth $140K as of Q1 2026.
  • Creative Planning bought 28,129 Brandywine Realty Trust shares in Q1 2026, an estimated $84.1K.
  • Brandywine Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3832 holding.
  • Creative Planning first reported a position in Brandywine Realty Trust in Q2 2013 and has held it in 14 quarters since.
  • 230 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.