SSG
BDN

Summit Securities Group’s Brandywine Realty Trust BDN Stock Holding History

Summit Securities Group’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 		$21.4K Buy
+6,750
New +$20.3K ﹤0.01% 703
2026
Q1 		– Sell
-6,000
Closed -$17.5K – 1061
2025
Q4 		$17.5K Sell
6,000
-6,000
-50% -$20.4K ﹤0.01% 821
2025
Q3 		$50K Buy
+12,000
New +$50.5K 0.01% 564
2024
Q4 		– Sell
-1,816
Closed -$10K – 645
2024
Q3 		$10K Buy
+1,816
New +$9.03K ﹤0.01% 373
2015
Q3 		– Sell
-1,800
Closed -$24K – 372
2015
Q2 		$24K Buy
+1,800
New +$26.1K 0.01% 290

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

Summit Securities Group's BDN Position: Q2 2026 in Review

Summit Securities Group opened a new position in Brandywine Realty Trust (BDN) in Q2 2026: 6,750 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BDN as recently as Q4 2025.

Summit Securities Group first reported a position in BDN in Q2 2015 and has held it in 5 quarters since. The position peaked at $50K in Q3 2025. 232 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • Summit Securities Group held 6,750 shares of Brandywine Realty Trust worth $21.4K as of Q2 2026.
  • Brandywine Realty Trust was a new Summit Securities Group position in Q2 2026.
  • Brandywine Realty Trust made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #703 holding.
  • Summit Securities Group first reported a position in Brandywine Realty Trust in Q2 2015 and has held it in 5 quarters since.
  • Summit Securities Group's Brandywine Realty Trust position peaked at $50K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.