Pinnacle Wealth Planning Services’s Brandywine Realty Trust BDN Stock Holding History

Pinnacle Wealth Planning Services’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	$97.9K	Buy	30,898 +76	+0.2%	+$228	0.01%	880
2026 Q1	$83.5K	Buy	30,822 +28,397	+1,171%	+$85K	0.01%	891
2025 Q4	$7.08K	Buy	+2,425	New	+$8.25K	﹤0.01%	2161
2023 Q4	–	Sell	-25,811	Closed	-$117K	–	488
2023 Q3	$117K	Buy	25,811 +15,404	+148%	+$73.3K	0.02%	404
2023 Q2	$48.4K	Sell	10,407 -25,330	-71%	-$103K	0.01%	449
2023 Q1	$169K	Buy	+35,737	New	+$210K	0.03%	411
2022 Q4	–	Sell	-15,676	Closed	-$106K	–	455
2022 Q3	$106K	Buy	+15,676	New	+$134K	0.02%	363
2021 Q1	–	Sell	-105	Closed	-$1K	–	521
2020 Q4	$1K	Buy	+105	New	+$1.13K	﹤0.01%	2063

Other funds holding BDN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's BDN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Brandywine Realty Trust (BDN) stake by 0.25% in Q2 2026, buying an estimated $228 and bringing the position to 30,898 shares worth $97.9K. The position accounts for 0.01% of the portfolio, ranked #880.

Pinnacle Wealth Planning Services first reported a position in BDN in Q4 2020 and has held it in 8 quarters since. The position peaked at $169K in Q1 2023. 233 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

Pinnacle Wealth Planning Services held 30,898 shares of Brandywine Realty Trust worth $97.9K as of Q2 2026.
Pinnacle Wealth Planning Services bought 76 Brandywine Realty Trust shares in Q2 2026, an estimated $228.
Brandywine Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #880 holding.
Pinnacle Wealth Planning Services first reported a position in Brandywine Realty Trust in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Brandywine Realty Trust position peaked at $169K in Q1 2023.
233 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.