Root Financial Partners
BDN icon

Root Financial Partners’s Brandywine Realty Trust BDN Stock Holding History

Root Financial Partners’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 		$5.65K Buy
+2,019
New +$6.18K ﹤0.01% 2180
2026
Q2 		– Sell
-629
Closed -$1.7K – 714
2026
Q1 		$1.7K Buy
+629
New +$1.88K ﹤0.01% 2382

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Verus Financial Partners
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Inspire Investing
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Asset Management One
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Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Root Financial Partners's BDN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brandywine Realty Trust (BDN) in Q3 2026: 2,019 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #2180 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BDN as recently as Q1 2026.

Root Financial Partners first reported a position in BDN in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold BDN as of Q3 2026.

  • Root Financial Partners held 2,019 shares of Brandywine Realty Trust worth $5.65K as of Q3 2026.
  • Brandywine Realty Trust was a new Root Financial Partners position in Q3 2026.
  • Brandywine Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2180 holding.
  • Root Financial Partners first reported a position in Brandywine Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.