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Regent Peak Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

Regent Peak 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
2025
Q4 		– Sell
-16,726
Closed -$69.7K – 196
2025
Q3 		$69.7K Buy
+16,726
New +$70.3K 0.01% 187

Other funds holding BDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Regent Peak Wealth Advisors's BDN Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q4 2025, closing a stake of 16,726 shares — an estimated $69.7K sold.

Regent Peak Wealth Advisors first reported a position in BDN in Q3 2025 and held it in 1 quarter. The position peaked at $69.7K in Q3 2025. 247 funds tracked by Wall St. Rank hold BDN as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 16,726 Brandywine Realty Trust shares in Q4 2025, an estimated $69.7K.
  • Regent Peak Wealth Advisors first reported a position in Brandywine Realty Trust in Q3 2025 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Brandywine Realty Trust position peaked at $69.7K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.