Vert Asset Management’s Brandywine Realty Trust BDN Stock Holding History

Vert Asset 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	$230K	Buy	72,480 +6,184	+9%	+$18.6K	0.06%	44
2026 Q1	$180K	Sell	66,296 -6,184	-9%	-$18.5K	0.06%	44
2025 Q4	$212K	Buy	72,480 +6,184	+9%	+$21K	0.07%	45
2025 Q3	$276K	Hold	66,296	–	–	0.09%	44
2025 Q2	$284K	Hold	66,296	–	–	0.1%	44
2025 Q1	$296K	Hold	66,296	–	–	0.1%	44
2024 Q4	$371K	Hold	66,296	–	–	0.13%	42
2024 Q3	$361K	Hold	66,296	–	–	0.12%	40
2024 Q2	$297K	Sell	66,296 -743	-1%	-$3.38K	0.12%	41
2024 Q1	$322K	Hold	67,039	–	–	0.14%	41
2023 Q4	$362K	Hold	67,039	–	–	0.16%	40
2023 Q3	$304K	Sell	67,039 -16,178	-19%	-$77K	0.15%	40
2023 Q2	$387K	Buy	83,217 +26,741	+47%	+$109K	0.2%	37
2023 Q1	$267K	Buy	56,476 +25,676	+83%	+$151K	0.16%	40
2022 Q4	$189K	Buy	+30,800	New	+$198K	0.17%	39
2022 Q1	–	Sell	-23,288	Closed	-$313K	–	43
2021 Q4	$313K	Buy	+23,288	New	+$320K	0.26%	39

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Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return