Position in BDN
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$275,065
-$65,115 QoQ
Shares Held
101,500
-12.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDN Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026WMG Financial Advisors, LLC holds $275,065 across 1 REIT - Office name. BDN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDN |
Brandywine Realty Trust
This page
|
101,500 | $275,065 |
All Filings in BDN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,065 | 101,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $340,180 | 116,500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $673,455 | 161,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $360,360 | 84,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $352,340 | 79,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $442,400 | 79,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $429,760 | 79,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $353,920 | 79,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $436,800 | 91,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $491,400 | 91,000 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $320,070 | 70,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $316,200 | 68,000 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||