Y-Intercept (HK)’s Brandywine Realty Trust BDN Stock Holding History

Y-Intercept (HK)’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	–	Sell	-53,716	Closed	-$146K	–	1720
2026 Q1	$146K	Sell	53,716 -132,773	-71%	-$397K	﹤0.01%	1451
2025 Q4	$545K	Buy	+186,489	New	+$634K	0.01%	1211
2024 Q4	–	Sell	-118,690	Closed	-$646K	–	1189
2024 Q3	$646K	Buy	+118,690	New	+$590K	0.04%	648
2023 Q2	–	Sell	-115,725	Closed	-$547K	–	1275
2023 Q1	$547K	Buy	115,725 +186	+0.2%	+$1.09K	0.06%	480
2022 Q4	$711K	Buy	115,539 +40,619	+54%	+$261K	0.1%	308
2022 Q3	$506K	Buy	+74,920	New	+$640K	0.05%	536
2022 Q2	–	Sell	-12,374	Closed	-$175K	–	861
2022 Q1	$175K	Sell	12,374 -821	-6%	-$11.1K	0.04%	638
2021 Q4	$177K	Buy	+13,195	New	+$181K	0.04%	523

Other funds holding BDN

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Vert Asset Management Sausalito, California $365M AUM 18.19% 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