EWA
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EverSource Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

EverSource Wealth Advisors’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 		$68.6K Buy
21,636
+3,309
+18% +$9.95K ﹤0.01% 1585
2026
Q1 		$49.7K Buy
18,327
+5,994
+49% +$17.9K ﹤0.01% 1893
2025
Q4 		$36K Buy
12,333
+429
+4% +$1.46K ﹤0.01% 1981
2025
Q3 		$49.6K Sell
11,904
-401
-3% -$1.69K ﹤0.01% 1719
2025
Q2 		$52.8K Buy
12,305
+1,152
+10% +$4.78K ﹤0.01% 1582
2025
Q1 		$49.7K Buy
11,153
+163
+1% +$807 ﹤0.01% 1246
2024
Q4 		$61.5K Sell
10,990
-1,318
-11% -$7.36K ﹤0.01% 1094
2024
Q3 		$67K Hold
12,308
– – ﹤0.01% 936
2024
Q2 		$62K Buy
12,308
+9,753
+382% +$44.4K ﹤0.01% 991
2024
Q1 		$11.6K Sell
2,555
-101
-4% -$468 ﹤0.01% 1612
2023
Q4 		$14.3K Buy
2,656
+253
+11% +$1.11K ﹤0.01% 1402
2023
Q3 		$10.9K Buy
2,403
+825
+52% +$3.93K ﹤0.01% 1391
2023
Q2 		$7.34K Buy
1,578
+4
+0.3% +$16 ﹤0.01% 1578
2023
Q1 		$7.45K Sell
1,574
-1,332
-46% -$7.82K ﹤0.01% 1494
2022
Q4 		$17.9K Buy
2,906
+743
+34% +$4.78K ﹤0.01% 1099
2022
Q3 		$14K Buy
2,163
+1,897
+713% +$16.2K ﹤0.01% 1009
2022
Q2 		$3K Sell
266
-1,298
-83% -$14.6K ﹤0.01% 1379
2022
Q1 		$22K Sell
1,564
-179
-10% -$2.42K 0.01% 655
2021
Q4 		$24K Buy
+1,743
New +$23.9K 0.01% 606

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's BDN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Brandywine Realty Trust (BDN) stake by 18% in Q2 2026, buying an estimated $9.95K and bringing the position to 21,636 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

EverSource Wealth Advisors first reported a position in BDN in Q4 2021 and has held it in 19 quarters since. 233 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • EverSource Wealth Advisors held 21,636 shares of Brandywine Realty Trust worth $68.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,309 Brandywine Realty Trust shares in Q2 2026, an estimated $9.95K.
  • Brandywine Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1585 holding.
  • EverSource Wealth Advisors first reported a position in Brandywine Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • 233 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.