AG
PDM

Algert Global’s Piedmont Realty Trust PDM Stock Holding History

Algert Global’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
Q4 		– Sell
-581,243
Closed -$5.23M – 1276
2025
Q3 		$5.23M Buy
581,243
+242,063
+71% +$1.95M 0.09% 402
2025
Q2 		$2.47M Buy
339,180
+320,520
+1,718% +$2.21M 0.05% 568
2025
Q1 		$138K Buy
+18,660
New +$148K ﹤0.01% 1111
2024
Q3 		– Sell
-130,973
Closed -$950K – 1483
2024
Q2 		$950K Buy
130,973
+19,681
+18% +$137K 0.03% 701
2024
Q1 		$782K Buy
111,292
+8,010
+8% +$53.7K 0.03% 680
2023
Q4 		$734K Buy
103,282
+58,560
+131% +$354K 0.03% 701
2023
Q3 		$251K Buy
+44,722
New +$307K 0.01% 920

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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 $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's PDM Position: Q4 2025 in Review

Algert Global sold out of Piedmont Realty Trust (PDM) in Q4 2025, closing a stake of 581,243 shares — an estimated $5.23M sold.

Algert Global first reported a position in PDM in Q3 2023 and held it in 7 quarters. The position peaked at $5.23M in Q3 2025. 248 funds tracked by Wall St. Rank hold PDM as of Q4 2025.

  • Algert Global reported no remaining Piedmont Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Algert Global sold 581,243 Piedmont Realty Trust shares in Q4 2025, an estimated $5.23M.
  • Algert Global first reported a position in Piedmont Realty Trust in Q3 2023 and held it in 7 quarters.
  • Algert Global's Piedmont Realty Trust position peaked at $5.23M in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.