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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Sheets Smith Wealth Management's BDN Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Brandywine Realty Trust (BDN) stake by 2.9% in Q2 2026, buying an estimated $5.73K and bringing the position to 68,473 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #389.

Sheets Smith Wealth Management first reported a position in BDN in Q4 2019 and has held it in 27 quarters since. The position peaked at $299K in Q4 2019. 232 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • Sheets Smith Wealth Management held 68,473 shares of Brandywine Realty Trust worth $217K as of Q2 2026.
  • Sheets Smith Wealth Management bought 1,905 Brandywine Realty Trust shares in Q2 2026, an estimated $5.73K.
  • Brandywine Realty Trust made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #389 holding.
  • Sheets Smith Wealth Management first reported a position in Brandywine Realty Trust in Q4 2019 and has held it in 27 quarters since.
  • Sheets Smith Wealth Management's Brandywine Realty Trust position peaked at $299K in Q4 2019.
  • 232 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.