SSWM
BDN

Sheets Smith Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Sheets Smith Wealth Management’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
Q2 		$217K Buy
68,473
+1,905
+3% +$5.73K 0.02% 389
2026
Q1 		$180K Buy
66,568
+1,475
+2% +$4.41K 0.02% 389
2025
Q4 		$190K Buy
65,093
+8,885
+16% +$30.2K 0.02% 388
2025
Q3 		$234K Buy
56,208
+1,817
+3% +$7.64K 0.03% 379
2025
Q2 		$233K Buy
54,391
+3,762
+7% +$15.6K 0.03% 378
2025
Q1 		$226K Buy
50,629
+105
+0.2% +$520 0.03% 336
2024
Q4 		$283K Buy
50,524
+17,854
+55% +$99.6K 0.03% 320
2024
Q3 		$178K Buy
32,670
+89
+0.3% +$443 0.02% 361
2024
Q2 		$146K Buy
32,581
+488
+2% +$2.22K 0.02% 365
2024
Q1 		$154K Buy
32,093
+52
+0.2% +$241 0.02% 367
2023
Q4 		$173K Buy
32,041
+3,862
+14% +$16.9K 0.02% 331
2023
Q3 		$128K Buy
28,179
+1,338
+5% +$6.37K 0.02% 333
2023
Q2 		$125K Sell
26,841
-6,098
-19% -$24.9K 0.02% 318
2023
Q1 		$156K Buy
32,939
+43
+0.1% +$252 0.02% 305
2022
Q4 		$202K Buy
32,896
+57
+0.2% +$366 0.03% 290
2022
Q3 		$222K Buy
32,839
+14,707
+81% +$126K 0.04% 280
2022
Q2 		$175K Buy
18,132
+15
+0.1% +$169 0.03% 294
2022
Q1 		$256K Buy
18,117
+14
+0.1% +$190 0.04% 299
2021
Q4 		$243K Buy
18,103
+70
+0.4% +$961 0.03% 337
2021
Q3 		$242K Hold
18,033
– – 0.03% 328
2021
Q2 		$247K Hold
18,033
– – 0.03% 325
2021
Q1 		$233K Hold
18,033
– – 0.03% 306
2020
Q4 		$215K Buy
18,033
+510
+3% +$5.48K 0.03% 314
2020
Q3 		$181K Hold
17,523
– – 0.03% 285
2020
Q2 		$191K Sell
17,523
-2,400
-12% -$24.7K 0.04% 248
2020
Q1 		$210K Buy
19,923
+968
+5% +$13.6K 0.04% 252
2019
Q4 		$299K Buy
+18,955
New +$286K 0.06% 268

Other funds holding BDN

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return