HWM
BDN

HB Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

HB Wealth Management’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 		$56.5K Buy
17,837
+5,716
+47% +$17.2K ﹤0.01% 1674
2026
Q1 		$32.8K Buy
+12,121
New +$36.3K ﹤0.01% 1528

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

HB Wealth Management's BDN Position: Q2 2026 in Review

HB Wealth Management increased its Brandywine Realty Trust (BDN) stake by 47% in Q2 2026, buying an estimated $17.2K and bringing the position to 17,837 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

HB Wealth Management first reported a position in BDN in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • HB Wealth Management held 17,837 shares of Brandywine Realty Trust worth $56.5K as of Q2 2026.
  • HB Wealth Management bought 5,716 Brandywine Realty Trust shares in Q2 2026, an estimated $17.2K.
  • Brandywine Realty Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1674 holding.
  • HB Wealth Management first reported a position in Brandywine Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.