AP
PDM

Adero Partners’s Piedmont Realty Trust PDM Stock Holding History

Adero Partners’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$74.3K Sell
10,076
-58
-0.6% -$459 ﹤0.01% 251
2024
Q4 		$92.7K Hold
10,134
– – 0.01% 250
2024
Q3 		$102K Hold
10,134
– – 0.01% 230
2024
Q2 		$73.5K Sell
10,134
-749
-7% -$5.21K 0.01% 212
2024
Q1 		$76.5K Buy
10,883
+807
+8% +$5.41K 0.01% 196
2023
Q4 		$71.6K Buy
+10,076
New +$60.8K 0.01% 188

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adero Partners's PDM Position: Q1 2025 in Review

Adero Partners reduced its Piedmont Realty Trust (PDM) stake by 0.57% in Q1 2025, selling an estimated $459 and leaving 10,076 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Adero Partners first reported a position in PDM in Q4 2023 and has held it in 6 quarters since. The position peaked at $102K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2025.

  • Adero Partners held 10,076 shares of Piedmont Realty Trust worth $74.3K as of Q1 2025.
  • Adero Partners sold 58 Piedmont Realty Trust shares in Q1 2025, an estimated $459.
  • Piedmont Realty Trust made up ﹤0.01% of Adero Partners's portfolio in Q1 2025, its #251 holding.
  • Adero Partners first reported a position in Piedmont Realty Trust in Q4 2023 and has held it in 6 quarters since.
  • Adero Partners's Piedmont Realty Trust position peaked at $102K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.