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 Q3	$82.2K	Sell	29,366 -1,532	-5%	-$4.69K	0.01%	982
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Divco West Real Estate Services San Francisco, California $84.6M AUM 18.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Verus Financial Partners Richmond, Virginia $1.18B AUM 9.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's BDN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Brandywine Realty Trust (BDN) stake by 5% in Q3 2026, selling an estimated $4.69K and leaving 29,366 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #982.

Pinnacle Wealth Planning Services first reported a position in BDN in Q4 2020 and has held it in 9 quarters since. The position peaked at $169K in Q1 2023. 86 funds tracked by Wall St. Rank hold BDN as of Q3 2026.

Pinnacle Wealth Planning Services held 29,366 shares of Brandywine Realty Trust worth $82.2K as of Q3 2026.
Pinnacle Wealth Planning Services sold 1,532 Brandywine Realty Trust shares in Q3 2026, an estimated $4.69K.
Brandywine Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #982 holding.
Pinnacle Wealth Planning Services first reported a position in Brandywine Realty Trust in Q4 2020 and has held it in 9 quarters since.
Pinnacle Wealth Planning Services's Brandywine Realty Trust position peaked at $169K in Q1 2023.
86 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.