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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

BDN holding history

Brandywine Realty Trust in every 13F filed by Captrust Financial Advisors, 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)
89,922
Value
$285.1K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2022
Holdings of BDN by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689,922$285.1K<0.1%+56,099+165.9%AddedHolders
Q1 202633,823$91.7K<0.1%+22,264+192.6%AddedHolders
Q4 202511,559$33.8K<0.1%−20,739−64.2%ReducedHolders
Q3 202532,298$134.7K<0.1%+32,298NewHolders
Q1 20240$00.0%−33,478−100.0%Sold outHolders
Q4 202333,478$180.8K<0.1%−6,990−17.3%ReducedHolders
Q3 202340,468$183.7K<0.1%+1,408+3.6%AddedHolders
Q2 202339,060$181.6K<0.1%+39,060NewHolders
Q1 20230$00.0%−18,367−100.0%Sold outHolders
Q4 202218,367$113.0K<0.1%+7,544+69.7%AddedHolders
Q3 202210,823$73.0K<0.1%+10,823NewHolders