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
Q2 		$59K Buy
18,739
+6,774
+57% +$20.4K ﹤0.01% 512
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Wealth Solutions's BDN Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Brandywine Realty Trust (BDN) stake by 57% in Q2 2026, buying an estimated $20.4K and bringing the position to 18,739 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Evergreen Wealth Solutions first reported a position in BDN in Q2 2023 and has held it in 13 quarters since. The position peaked at $69.7K in Q4 2024. 233 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • Evergreen Wealth Solutions held 18,739 shares of Brandywine Realty Trust worth $59K as of Q2 2026.
  • Evergreen Wealth Solutions bought 6,774 Brandywine Realty Trust shares in Q2 2026, an estimated $20.4K.
  • Brandywine Realty Trust made up ﹤0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #512 holding.
  • Evergreen Wealth Solutions first reported a position in Brandywine Realty Trust in Q2 2023 and has held it in 13 quarters since.
  • Evergreen Wealth Solutions's Brandywine Realty Trust position peaked at $69.7K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.