Wealth Enhancement Advisory Services
BDN

Wealth Enhancement Advisory Services’s Brandywine Realty Trust BDN Stock Holding History

Wealth Enhancement Advisory Services’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 		$480K Buy
169,127
+93,436
+123% +$281K ﹤0.01% 2728
2026
Q1 		$195K Buy
75,691
+44,315
+141% +$133K ﹤0.01% 3144
2025
Q4 		$94.4K Buy
31,376
+4,479
+17% +$15.2K ﹤0.01% 3441
2025
Q3 		$105K Buy
26,897
+3,029
+13% +$12.7K ﹤0.01% 3329
2025
Q2 		$99.1K Buy
23,868
+1,947
+9% +$8.09K ﹤0.01% 3137
2025
Q1 		$97.8K Sell
21,921
-10,143
-32% -$50.2K ﹤0.01% 2764
2024
Q4 		$180K Buy
32,064
+9,142
+40% +$51K ﹤0.01% 2714
2024
Q3 		$125K Buy
22,922
+8,408
+58% +$41.8K ﹤0.01% 2520
2024
Q2 		$65K Sell
14,514
-1,236
-8% -$5.63K ﹤0.01% 2440
2024
Q1 		$75.6K Buy
15,750
+864
+6% +$4.01K ﹤0.01% 2317
2023
Q4 		$80.4K Sell
14,886
-6,272
-30% -$27.5K ﹤0.01% 2190
2023
Q3 		$96.1K Buy
+21,158
New +$101K ﹤0.01% 2102

Other funds holding BDN

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return