WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BDN — Brandywine Realty Trust
CIK 1632972
PLYMOUTH, MN
Position in BDN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$536,132
+$331,010 QoQ
Shares Held
169,127
+123.4% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 28 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BDN Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $22,068,423 across 14 REIT - Office names. BDN ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
139,699 | $7,383,092 | |
| 2 | VNO |
Vornado Realty Trust
|
65,166 | $2,561,023 | |
| 3 | KRC |
Kilroy Realty Corp
|
63,265 | $2,370,539 | |
| 4 | BXP |
BXP, Inc.
|
29,767 | $1,973,849 | |
| 5 | CUZ |
Cousins Properties Inc
|
54,917 | $1,646,411 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
48,679 | $1,468,158 | |
| 7 | HPP |
Hudson Pacific Properties, Inc.
|
71,004 | $1,078,550 | |
| 8 | DEI |
Douglas Emmett Inc
|
74,587 | $880,126 |
All Filings in BDN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,132 | 169,127 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $205,122 | 75,691 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $91,617 | 31,376 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $112,160 | 26,897 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $102,393 | 23,868 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $97,767 | 21,921 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $179,558 | 32,064 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $124,695 | 22,922 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $65,022 | 14,514 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $75,600 | 15,750 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $80,384 | 14,886 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $96,057 | 21,158 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||