PWPS
BDN

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $192M AUM 105.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return