WMG Financial Advisors’s Brandywine Realty Trust BDN Stock Holding History

WMG Financial 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	$52.3K	Sell	16,500 -85,000	-84%	-$256K	0.02%	103
2026 Q1	$275K	Sell	101,500 -15,000	-13%	-$44.9K	0.11%	75
2025 Q4	$340K	Sell	116,500 -45,000	-28%	-$153K	0.14%	76
2025 Q3	$673K	Buy	161,500 +77,500	+92%	+$326K	0.22%	69
2025 Q2	$360K	Buy	84,000 +5,000	+6%	+$20.8K	0.13%	108
2025 Q1	$352K	Hold	79,000	–	–	0.15%	96
2024 Q4	$442K	Hold	79,000	–	–	0.19%	79
2024 Q3	$430K	Hold	79,000	–	–	0.19%	76
2024 Q2	$354K	Sell	79,000 -12,000	-13%	-$54.7K	0.19%	79
2024 Q1	$437K	Hold	91,000	–	–	0.25%	71
2023 Q4	$491K	Buy	91,000 +20,500	+29%	+$90K	0.32%	61
2023 Q3	$320K	Buy	70,500 +2,500	+4%	+$11.9K	0.27%	68
2023 Q2	$316K	Buy	+68,000	New	+$277K	0.23%	78

Other funds holding BDN

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

PDN

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RWA

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

WMG Financial Advisors's BDN Position: Q2 2026 in Review

WMG Financial Advisors reduced its Brandywine Realty Trust (BDN) stake by 84% in Q2 2026, selling an estimated $256K and leaving 16,500 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #103.

WMG Financial Advisors first reported a position in BDN in Q2 2023 and has held it in 13 quarters since. The position peaked at $673K in Q3 2025. 48 funds tracked by Wall St. Rank hold BDN as of Q2 2026.

WMG Financial Advisors held 16,500 shares of Brandywine Realty Trust worth $52.3K as of Q2 2026.
WMG Financial Advisors sold 85,000 Brandywine Realty Trust shares in Q2 2026, an estimated $256K.
Brandywine Realty Trust made up 0.02% of WMG Financial Advisors's portfolio in Q2 2026, its #103 holding.
WMG Financial Advisors first reported a position in Brandywine Realty Trust in Q2 2023 and has held it in 13 quarters since.
WMG Financial Advisors's Brandywine Realty Trust position peaked at $673K in Q3 2025.
48 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.