PWMG
BDN

Private Wealth Management Group’s Brandywine Realty Trust BDN Stock Holding History

Private Wealth Management Group’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 		– Sell
-181
Closed -$529 – 1446
2025
Q4 		$529 Hold
181
– – ﹤0.01% 1397
2025
Q3 		$755 Hold
181
– – ﹤0.01% 1347
2025
Q2 		$777 Sell
181
-493
-73% -$2.05K ﹤0.01% 1336
2025
Q1 		$3.01K Hold
674
– – ﹤0.01% 921
2024
Q4 		$3.77K Hold
674
– – ﹤0.01% 856
2024
Q3 		$3.67K Hold
674
– – ﹤0.01% 849
2024
Q2 		$3.02K Hold
674
– – ﹤0.01% 903
2024
Q1 		$3.24K Hold
674
– – ﹤0.01% 783
2023
Q4 		$3.64K Buy
+674
New +$2.96K ﹤0.01% 742

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

Private Wealth Management Group's BDN Position: Q1 2026 in Review

Private Wealth Management Group sold out of Brandywine Realty Trust (BDN) in Q1 2026, closing a stake of 181 shares — an estimated $529 sold.

Private Wealth Management Group first reported a position in BDN in Q4 2023 and held it in 9 quarters. The position peaked at $3.77K in Q4 2024. 230 funds tracked by Wall St. Rank hold BDN as of Q1 2026.

  • Private Wealth Management Group reported no remaining Brandywine Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 181 Brandywine Realty Trust shares in Q1 2026, an estimated $529.
  • Private Wealth Management Group first reported a position in Brandywine Realty Trust in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Brandywine Realty Trust position peaked at $3.77K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.