INVESTED ADVISORS BDN β€” BRANDYWINE RLTY TR

Ownership history in INVESTED ADVISORS  Β·  3 quarters on record

AI Ownership Summary

INVESTED ADVISORS reported BRANDYWINE RLTY TR (BDN) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.17% in 2025 Q3. The latest visible filing shows BDN at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BDN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INVESTED ADVISORS's position in BRANDYWINE RLTY TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BDN was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How INVESTED ADVISORS held BDN β€” position size vs. price
% of Fund (quarterly)    BDN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 38,229 +3,203 +9.1% 0.10% $104K 2026-04-29 $3.00
2025 Q4 ADDED β€” β€” β€” 35,026 +12,026 +52.3% 0.11% $102K 2026-01-26 $2.82
2025 Q3 INITIATED β€” β€” β€” 23,000 β€” β€” 0.17% $118K 2025-10-23 $3.48

FAQ About INVESTED ADVISORS and BDN

These are the practical questions this page is built to answer before you even open the full history table.

How long has INVESTED ADVISORS reported owning BDN?

INVESTED ADVISORS reported BDN across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BDN position in INVESTED ADVISORS's portfolio?

The largest reported portfolio weight for BDN was 0.17% in 2025 Q3.

What is the latest reported BDN position on this page?

The most recent filing on this page is 2026 Q1, when INVESTED ADVISORS reported 38,229 shares, equal to 0.10% of portfolio, with an estimated market value of $104K.

What does the chart on this BDN ownership page compare?

The chart compares INVESTED ADVISORS's quarterly BDN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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