IWA
BDN

Icon Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

Icon 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 		$156K Hold
49,147
– – 0.01% 415
2026
Q1 		$147K Buy
49,147
+1
+0% +$3 0.01% 382
2025
Q4 		$144K Buy
49,146
+4,999
+11% +$17K 0.01% 384
2025
Q3 		$184K Hold
44,147
– – 0.01% 385
2025
Q2 		$189K Hold
44,147
– – 0.01% 384
2025
Q1 		$197K Sell
44,147
-2,108
-5% -$10.4K 0.02% 356
2024
Q4 		$259K Sell
46,255
-3,237
-7% -$18.1K 0.02% 325
2024
Q3 		$269K Hold
49,492
– – 0.02% 307
2024
Q2 		$249K Buy
+49,492
New +$225K 0.02% 306

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

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

Icon Wealth Advisors held its Brandywine Realty Trust (BDN) position steady in Q2 2026 at 49,147 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #415.

Icon Wealth Advisors first reported a position in BDN in Q2 2024 and has held it in 9 quarters since. The position peaked at $269K in Q3 2024. 232 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • Icon Wealth Advisors held 49,147 shares of Brandywine Realty Trust worth $156K as of Q2 2026.
  • Icon Wealth Advisors left its Brandywine Realty Trust share count unchanged in Q2 2026.
  • Brandywine Realty Trust made up 0.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #415 holding.
  • Icon Wealth Advisors first reported a position in Brandywine Realty Trust in Q2 2024 and has held it in 9 quarters since.
  • Icon Wealth Advisors's Brandywine Realty Trust position peaked at $269K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.