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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

BDN holding history

Brandywine Realty Trust in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BDN overviewAll 13F holders of BDNFull Q2 2026 holdings

Shares (Q2 2026)
68,473
Value
$217.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BDN by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668,473$217.1K<0.1%+1,905+2.9%AddedHolders
Q1 202666,568$180.4K<0.1%+1,475+2.3%AddedHolders
Q4 202565,093$190.1K<0.1%+8,885+15.8%AddedHolders
Q3 202556,208$234.4K<0.1%+1,817+3.3%AddedHolders
Q2 202554,391$233.3K<0.1%+3,762+7.4%AddedHolders
Q1 202550,629$225.8K<0.1%+105+0.2%AddedHolders
Q4 202450,524$282.9K<0.1%+17,854+54.6%AddedHolders
Q3 202432,670$177.7K<0.1%+89+0.3%AddedHolders
Q2 202432,581$146.0K<0.1%+488+1.5%AddedHolders
Q1 202432,093$154.0K<0.1%+52+0.2%AddedHolders
Q4 202332,041$173.0K<0.1%+3,862+13.7%AddedHolders
Q3 202328,179$127.9K<0.1%+1,338+5.0%AddedHolders
Q2 202326,841$124.8K<0.1%−6,098−18.5%ReducedHolders
Q1 202332,939$155.8K<0.1%+43+0.1%AddedHolders
Q4 202232,896$202.3K<0.1%+57+0.2%AddedHolders
Q3 202232,839$222.0K<0.1%+14,707+81.1%AddedHolders
Q2 202218,132$175.0K<0.1%+15+0.1%AddedHolders
Q1 202218,117$256.0K<0.1%+14+0.1%AddedHolders
Q4 202118,103$243.0K<0.1%+70+0.4%AddedHolders
Q3 202118,033$242.0K<0.1%00.0%UnchangedHolders
Q2 202118,033$247.0K<0.1%00.0%UnchangedHolders
Q1 202118,033$233.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.