SFA
BDN

Sequoia Financial Advisors’s Brandywine Realty Trust BDN Stock Holding History

Sequoia Financial 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
2026
Q1 		$29.5K Sell
10,871
-7,831
-42% -$23.4K ﹤0.01% 1902
2025
Q4 		$54.6K Sell
18,702
-3,117
-14% -$10.6K ﹤0.01% 1896
2025
Q3 		$91K Sell
21,819
-514
-2% -$2.16K ﹤0.01% 1692
2025
Q2 		$95.8K Sell
22,333
-1,763
-7% -$7.32K ﹤0.01% 1536
2025
Q1 		$107K Buy
24,096
+260
+1% +$1.29K ﹤0.01% 1319
2024
Q4 		$133K Buy
23,836
+569
+2% +$3.17K ﹤0.01% 1262
2024
Q3 		$127K Sell
23,267
-768
-3% -$3.82K ﹤0.01% 1208
2024
Q2 		$108K Sell
24,035
-2,256
-9% -$10.3K ﹤0.01% 1157
2024
Q1 		$126K Buy
26,291
+536
+2% +$2.48K ﹤0.01% 1099
2023
Q4 		$139K Sell
25,755
-38,797
-60% -$170K ﹤0.01% 1140
2023
Q3 		$293K Buy
64,552
+9,595
+17% +$45.7K 0.01% 701
2023
Q2 		$256K Buy
54,957
+41,228
+300% +$168K ﹤0.01% 754
2023
Q1 		$64.9K Sell
13,729
-11,817
-46% -$69.3K ﹤0.01% 823
2022
Q4 		$157K Buy
+25,546
New +$164K ﹤0.01% 748

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