TWD
BDN icon

True Wealth Design’s Brandywine Realty Trust BDN Stock Holding History

True Wealth Design’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 		$4.09K Sell
1,459
-485
-25% -$1.48K ﹤0.01% 1418
2026
Q2 		$6.16K Buy
1,944
+1,677
+628% +$5.04K ﹤0.01% 1248
2026
Q1 		$724 Buy
267
+149
+126% +$446 ﹤0.01% 1920
2025
Q4 		$345 Buy
118
+87
+281% +$296 ﹤0.01% 2077
2025
Q3 		$130 Buy
+31
New +$130 ﹤0.01% 2402
2025
Q2 		– Sell
-22
Closed -$99 – 2593
2025
Q1 		$99 Buy
+22
New +$109 ﹤0.01% 2200

Other funds holding BDN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

True Wealth Design's BDN Position: Q3 2026 in Review

True Wealth Design reduced its Brandywine Realty Trust (BDN) stake by 25% in Q3 2026, selling an estimated $1.48K and leaving 1,459 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

True Wealth Design first reported a position in BDN in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.16K in Q2 2026. 12 funds tracked by Wall St. Rank hold BDN as of Q3 2026.

  • True Wealth Design held 1,459 shares of Brandywine Realty Trust worth $4.09K as of Q3 2026.
  • True Wealth Design sold 485 Brandywine Realty Trust shares in Q3 2026, an estimated $1.48K.
  • Brandywine Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1418 holding.
  • True Wealth Design first reported a position in Brandywine Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Brandywine Realty Trust position peaked at $6.16K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.