IA
BDN

Invested Advisors’s Brandywine Realty Trust BDN Stock Holding History

Invested 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 		$127K Buy
40,069
+1,840
+5% +$5.53K 0.11% 151
2026
Q1 		$104K Buy
38,229
+3,203
+9% +$9.58K 0.1% 136
2025
Q4 		$102K Buy
35,026
+12,026
+52% +$40.9K 0.11% 132
2025
Q3 		$118K Buy
+23,000
New +$96.7K 0.17% 106

Other funds holding BDN

DWRES
Divco West Real Estate Services San Francisco, California $94M AUM 2.5% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Invested Advisors's BDN Position: Q2 2026 in Review

Invested Advisors increased its Brandywine Realty Trust (BDN) stake by 4.8% in Q2 2026, buying an estimated $5.53K and bringing the position to 40,069 shares worth $127K. The position accounts for 0.11% of the portfolio, ranked #151.

Invested Advisors first reported a position in BDN in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • Invested Advisors held 40,069 shares of Brandywine Realty Trust worth $127K as of Q2 2026.
  • Invested Advisors bought 1,840 Brandywine Realty Trust shares in Q2 2026, an estimated $5.53K.
  • Brandywine Realty Trust made up 0.11% of Invested Advisors's portfolio in Q2 2026, its #151 holding.
  • Invested Advisors first reported a position in Brandywine Realty Trust in Q3 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.