Filing Research | BDN - Brandywine Realty Trust Institutional Holdings

Snapshot holdings

34 / 34 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	1.0MSH	$3.2M
2	Abundance Wealth Counselors	Shares	392.9KSH	$1.2M
3	Verus Financial Partners, Inc.	Shares	272.4KSH	$863.6K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	169.1KSH	$479.9K
5	Redhawk Wealth Advisors, Inc.	Shares	113.9KSH	$361.2K
6	Vert Asset Management LLC	Shares	72.5KSH	$229.8K
7	SHEETS SMITH WEALTH MANAGEMENT	Shares	68.5KSH	$217.1K
8	Police & Firemen's Retirement System of New Jersey	Shares	47.6KSH	$150.9K
9	Telos Capital Management, Inc.	Shares	46.0KSH	$145.8K
10	Sequoia Financial Advisors, LLC	Shares	44.7KSH	$141.8K
11	Merit Financial Group, LLC	Shares	38.7KSH	$122.5K
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	34.6KSH	$109.7K
13	EverSource Wealth Advisors, LLC	Shares	21.6KSH	$68.6K
14	WMG Financial Advisors, LLC	Shares	16.5KSH	$52.3K
15	Abel Hall, LLC	Shares	14.0KSH	$44.5K
16	NorthCrest Asset Manangement, LLC	Shares	12.3KSH	$37.6K
17	SIGNATUREFD, LLC	Shares	10.8KSH	$34.2K
18	Curated Wealth Partners LLC	Shares	20.0KSH	$23.4K
19	MassMutual Private Wealth & Trust, FSB	Shares	4.8KSH	$15.2K
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.3KSH	$7.4K
21	Farther Finance Advisors, LLC	Shares	2.2KSH	$7.1K
22	True Wealth Design, LLC	Shares	1.9KSH	$6.2K
23	GAMMA Investing LLC	Shares	1.5KSH	$4.8K
24	Mirae Asset Global Investments Co., Ltd.	Shares	679SH	$2.2K
25	Fortitude Family Office, LLC	Shares	574SH	$1.8K
26	IFP Advisors, Inc	Shares	468SH	$1.5K
27	Wealth Enhancement Trust Services, Inc.	Shares	372SH	$1.2K
28	Physician Wealth Advisors, Inc.	Shares	338SH	$1.1K
29	SJS Investment Consulting Inc.	Shares	306SH	$971
30	Princeton Global Asset Management LLC	Shares	200SH	$634
31	Pensionfund PDN	Shares	131.4KSH	$417
32	FARMERS & MERCHANTS INVESTMENTS INC	Shares	130SH	$412
33	State of Alaska, Department of Revenue	Shares	94.4KSH	$298
34	Pensionfund Sabic	Shares	46.5KSH	$147

Manager changes2026-06-30 vs 2026-03-31

37 / 37 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+196.5K	+$713.2K	$1.2M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+10.7K	+$490.3K	$3.2M
3	Redhawk Wealth Advisors, Inc. new	Shares	+113.9K	+$361.2K	$361.2K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+93.4K	+$285.4K	$479.9K
5	Verus Financial Partners, Inc. added	Shares	+11.7K	+$125.8K	$863.6K
6	Sequoia Financial Advisors, LLC added	Shares	+33.9K	+$112.4K	$141.8K
7	Merit Financial Group, LLC added	Shares	+16.9K	+$63.6K	$122.5K
8	Vert Asset Management LLC added	Shares	+6.2K	+$50.1K	$229.8K
9	Abel Hall, LLC new	Shares	+14.0K	+$44.5K	$44.5K
10	NorthCrest Asset Manangement, LLC new	Shares	+12.3K	+$37.6K	$37.6K
11	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+1.9K	+$36.7K	$217.1K
12	Curated Wealth Partners LLC new	Shares	+20.0K	+$23.4K	$23.4K
13	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$21.9K	$150.9K
14	EverSource Wealth Advisors, LLC added	Shares	+3.3K	+$18.9K	$68.6K
15	SIGNATUREFD, LLC added	Shares	+4.9K	+$18.2K	$34.2K
16	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$15.9K	$109.7K
17	Telos Capital Management, Inc. trimmed	Shares	-3.1K	+$12.9K	$145.8K
18	True Wealth Design, LLC added	Shares	+1.7K	+$5.4K	$6.2K
19	Farther Finance Advisors, LLC added	Shares	+1.4K	+$5.0K	$7.1K
20	GAMMA Investing LLC added	Shares	+637	+$2.4K	$4.8K
21	Fortitude Family Office, LLC new	Shares	+574	+$1.8K	$1.8K
22	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-187	+$1.7K	$15.2K
23	Wealth Enhancement Trust Services, Inc. new	Shares	+372	+$1.2K	$1.2K
24	Physician Wealth Advisors, Inc. new	Shares	+338	+$1.1K	$1.1K
25	IFP Advisors, Inc added	Shares	+314	+$1.1K	$1.5K
26	SJS Investment Consulting Inc. added	Shares	+228	+$759	$971
27	Princeton Global Asset Management LLC unchanged	Shares	0	+$92	$634
28	Pensionfund PDN unchanged	Shares	0	+$61	$417
29	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$60	$412
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$44	$298
31	Pensionfund Sabic unchanged	Shares	0	+$21	$147
32	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-1.4K	-$2.6K	$7.4K
33	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-2.9K	-$7.5K	$2.2K
34	Sound Income Strategies, LLC exited	Shares	-2.9K	-$7.7K	$0
35	Y-Intercept (Hong Kong) Ltd exited	Shares	-53.7K	-$145.6K	$0
36	WMG Financial Advisors, LLC trimmed	Shares	-85.0K	-$222.8K	$52.3K
37	Robeco Institutional Asset Management B.V. exited	Shares	-304.0K	-$823.8K	$0