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

Physician 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	$1.07K	Buy	+338	New	+$1.02K	﹤0.01%	1805
2025 Q4	–	Sell	-236	Closed	-$985	–	2048
2025 Q3	$985	Hold	236	–	–	﹤0.01%	1585
2025 Q2	$1.01K	Buy	+236	New	+$980	﹤0.01%	1414

Other funds holding BDN

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Brandywine Realty Trust (BDN) in Q2 2026: 338 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #1805 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in BDN as recently as Q3 2025.

Physician Wealth Advisors first reported a position in BDN in Q2 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

Physician Wealth Advisors held 338 shares of Brandywine Realty Trust worth $1.07K as of Q2 2026.
Brandywine Realty Trust was a new Physician Wealth Advisors position in Q2 2026.
Brandywine Realty Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1805 holding.
Physician Wealth Advisors first reported a position in Brandywine Realty Trust in Q2 2025 and has held it in 3 quarters since.
57 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.