Werba Rubin Papier Wealth Management’s Brandywine Realty Trust BDN Stock Holding History

Werba Rubin Papier Wealth 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
2025 Q4	–	Sell	-11,414	Closed	-$47.6K	–	258
2025 Q3	$47.6K	Hold	11,414	–	–	0.01%	241
2025 Q2	$49K	Sell	11,414 -1,076	-9%	-$4.47K	0.01%	230
2025 Q1	$55.7K	Sell	12,490 -2,053	-14%	-$10.2K	0.01%	191
2024 Q4	$81.4K	Hold	14,543	–	–	0.02%	190
2024 Q3	$79.1K	Sell	14,543 -173	-1%	-$860	0.02%	186
2024 Q2	$65.9K	Sell	14,716 -1,567	-10%	-$7.14K	0.02%	163
2024 Q1	$78.2K	Sell	16,283 -1,329	-8%	-$6.16K	0.02%	147
2023 Q4	$95.1K	Sell	17,612 -1,333	-7%	-$5.85K	0.03%	116
2023 Q3	$86K	Buy	18,945 +1,333	+8%	+$6.35K	0.03%	118
2023 Q2	$81.9K	Buy	+17,612	New	+$71.8K	0.03%	118

Other funds holding BDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KCM

Kawa Capital Management Hallandale Beach, Florida $43.2M AUM 13.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Werba Rubin Papier Wealth Management's BDN Position: Q4 2025 in Review

Werba Rubin Papier Wealth Management sold out of Brandywine Realty Trust (BDN) in Q4 2025, closing a stake of 11,414 shares — an estimated $47.6K sold.

Werba Rubin Papier Wealth Management first reported a position in BDN in Q2 2023 and held it in 10 quarters. The position peaked at $95.1K in Q4 2023. 247 funds tracked by Wall St. Rank hold BDN as of Q4 2025.

Werba Rubin Papier Wealth Management reported no remaining Brandywine Realty Trust position as of Q4 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 11,414 Brandywine Realty Trust shares in Q4 2025, an estimated $47.6K.
Werba Rubin Papier Wealth Management first reported a position in Brandywine Realty Trust in Q2 2023 and held it in 10 quarters.
Werba Rubin Papier Wealth Management's Brandywine Realty Trust position peaked at $95.1K in Q4 2023.
247 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.