Advisors Asset Management’s Piedmont Realty Trust PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $640K | Buy |
97,421
+12,797
| +15% | +$99.6K | 0.01% | 912 |
|
|
2025
Q4 | $706K | Buy |
84,624
+15,526
| +22% | +$130K | 0.01% | 878 |
|
|
2025
Q3 | $622K | Buy |
+69,098
| New | +$556K | 0.01% | 927 |
|
|
2018
Q2 | – | Sell |
-8,802
| Closed | -$158K | – | 1619 |
|
|
2018
Q1 | $158K | Sell |
8,802
-535
| -6% | -$9.87K | ﹤0.01% | 1271 |
|
|
2017
Q4 | $183K | Sell |
9,337
-206
| -2% | -$4.1K | ﹤0.01% | 1265 |
|
|
2017
Q3 | $192K | Sell |
9,543
-314
| -3% | -$6.4K | ﹤0.01% | 1241 |
|
|
2017
Q2 | $208K | Sell |
9,857
-494
| -5% | -$10.7K | ﹤0.01% | 1265 |
|
|
2017
Q1 | $221K | Sell |
10,351
-667
| -6% | -$14.5K | ﹤0.01% | 1285 |
|
|
2016
Q4 | $230K | Sell |
11,018
-565
| -5% | -$11.4K | ﹤0.01% | 1348 |
|
|
2016
Q3 | $252K | Buy |
11,583
+9,341
| +417% | +$201K | ﹤0.01% | 1301 |
|
|
2016
Q2 | $48K | Buy |
+2,242
| New | +$45.5K | ﹤0.01% | 1689 |
|
|
2016
Q1 | – | Sell |
-6,599
| Closed | -$125K | – | 1867 |
|
|
2015
Q4 | $125K | Sell |
6,599
-558
| -8% | -$10.7K | ﹤0.01% | 1496 |
|
|
2015
Q3 | $128K | Sell |
7,157
-9,981
| -58% | -$178K | ﹤0.01% | 1471 |
|
|
2015
Q2 | $301K | Sell |
17,138
-862
| -5% | -$15.3K | ﹤0.01% | 1268 |
|
|
2015
Q1 | $335K | Sell |
18,000
-1,142
| -6% | -$21.5K | ﹤0.01% | 1210 |
|
|
2014
Q4 | $361K | Sell |
19,142
-728
| -4% | -$13.7K | ﹤0.01% | 1168 |
|
|
2014
Q3 | $351K | Buy |
19,870
+2,636
| +15% | +$50.6K | ﹤0.01% | 1130 |
|
|
2014
Q2 | $326K | Buy |
17,234
+3,906
| +29% | +$71.6K | ﹤0.01% | 1168 |
|
|
2014
Q1 | $229K | Buy |
13,328
+4,828
| +57% | +$80.9K | ﹤0.01% | 1217 |
|
|
2013
Q4 | $140K | Buy |
8,500
+6,758
| +388% | +$117K | ﹤0.01% | 1305 |
|
|
2013
Q3 | $30K | Buy |
+1,742
| New | +$31.1K | ﹤0.01% | 1682 |
|
Other funds holding PDM
VPM
VCM
WAM
PMG
CIM