EWS
BDN

Evergreen Wealth Solutions’s Brandywine Realty Trust BDN Stock Holding History

Evergreen Wealth Solutions’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 		$32.4K Sell
11,965
-2,514
-17% -$7.52K ﹤0.01% 404
2025
Q4 		$42.3K Buy
14,479
+2,389
+20% +$8.13K 0.01% 218
2025
Q3 		$50.4K Buy
12,090
+310
+3% +$1.3K 0.03% 129
2025
Q2 		$50.5K Buy
11,780
+400
+4% +$1.66K 0.03% 116
2025
Q1 		$50.8K Sell
11,380
-1,075
-9% -$5.32K 0.03% 107
2024
Q4 		$69.7K Buy
12,455
+1,115
+10% +$6.22K 0.05% 99
2024
Q3 		$61.7K Hold
11,340
– – 0.04% 106
2024
Q2 		$50.8K Buy
11,340
+850
+8% +$3.87K 0.04% 109
2024
Q1 		$50.4K Sell
10,490
-321
-3% -$1.49K 0.04% 116
2023
Q4 		$58.4K Sell
10,811
-625
-5% -$2.74K 0.05% 108
2023
Q3 		$51.9K Sell
11,436
-835
-7% -$3.98K 0.05% 102
2023
Q2 		$57.1K Buy
+12,271
New +$50.1K 0.06% 100

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

Evergreen Wealth Solutions's BDN Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Brandywine Realty Trust (BDN) stake by 17% in Q1 2026, selling an estimated $7.52K and leaving 11,965 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Evergreen Wealth Solutions first reported a position in BDN in Q2 2023 and has held it in 12 quarters since. The position peaked at $69.7K in Q4 2024. 230 funds tracked by Wall St. Rank hold BDN as of Q1 2026.

  • Evergreen Wealth Solutions held 11,965 shares of Brandywine Realty Trust worth $32.4K as of Q1 2026.
  • Evergreen Wealth Solutions sold 2,514 Brandywine Realty Trust shares in Q1 2026, an estimated $7.52K.
  • Brandywine Realty Trust made up ﹤0.01% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #404 holding.
  • Evergreen Wealth Solutions first reported a position in Brandywine Realty Trust in Q2 2023 and has held it in 12 quarters since.
  • Evergreen Wealth Solutions's Brandywine Realty Trust position peaked at $69.7K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.