WA
BDN

Waverly Advisors’s Brandywine Realty Trust BDN Stock Holding History

Waverly 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
2026
Q2 		$33.8K Buy
+10,657
New +$32K ﹤0.01% 1715
2015
Q2 		– Sell
-121
Closed -$2K – 358
2015
Q1 		$2K Buy
+121
New +$1.95K ﹤0.01% 321
2014
Q2 		– Sell
-180
Closed -$3K – 722
2014
Q1 		$3K Hold
180
– – ﹤0.01% 617
2013
Q4 		$3K Buy
+180
New +$2.44K ﹤0.01% 733

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

Waverly Advisors's BDN Position: Q2 2026 in Review

Waverly Advisors opened a new position in Brandywine Realty Trust (BDN) in Q2 2026: 10,657 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in BDN as recently as Q1 2015.

Waverly Advisors first reported a position in BDN in Q4 2013 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

  • Waverly Advisors held 10,657 shares of Brandywine Realty Trust worth $33.8K as of Q2 2026.
  • Brandywine Realty Trust was a new Waverly Advisors position in Q2 2026.
  • Brandywine Realty Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1715 holding.
  • Waverly Advisors first reported a position in Brandywine Realty Trust in Q4 2013 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.