TPWA
BDN

Twin Peaks Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

Twin Peaks Wealth 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
2025
Q3 		– Sell
-1,180
Closed -$4.67K – 378
2025
Q2 		$4.67K Buy
+1,180
New +$4.9K ﹤0.01% 1336

Other funds holding BDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
KCM
Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's BDN Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q3 2025, closing a stake of 1,180 shares — an estimated $4.67K sold.

Twin Peaks Wealth Advisors first reported a position in BDN in Q2 2025 and held it in 1 quarter. The position peaked at $4.67K in Q2 2025. 256 funds tracked by Wall St. Rank hold BDN as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,180 Brandywine Realty Trust shares in Q3 2025, an estimated $4.67K.
  • Twin Peaks Wealth Advisors first reported a position in Brandywine Realty Trust in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's Brandywine Realty Trust position peaked at $4.67K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.