AlphaCore Capital
PDM icon

AlphaCore Capital’s Piedmont Realty Trust PDM Stock Holding History

AlphaCore Capital’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
2026
Q3 		$165K Buy
18,570
+465
+3% +$4.43K ﹤0.01% 1328
2026
Q2 		$166K Sell
18,105
-941
-5% -$7.76K ﹤0.01% 1143
2026
Q1 		$125K Buy
+19,046
New +$148K ﹤0.01% 899

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Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

AlphaCore Capital's PDM Position: Q3 2026 in Review

AlphaCore Capital increased its Piedmont Realty Trust (PDM) stake by 2.6% in Q3 2026, buying an estimated $4.43K and bringing the position to 18,570 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

AlphaCore Capital first reported a position in PDM in Q1 2026 and has held it in 3 quarters since. The position peaked at $166K in Q2 2026. 112 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • AlphaCore Capital held 18,570 shares of Piedmont Realty Trust worth $165K as of Q3 2026.
  • AlphaCore Capital bought 465 Piedmont Realty Trust shares in Q3 2026, an estimated $4.43K.
  • Piedmont Realty Trust made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1328 holding.
  • AlphaCore Capital first reported a position in Piedmont Realty Trust in Q1 2026 and has held it in 3 quarters since.
  • AlphaCore Capital's Piedmont Realty Trust position peaked at $166K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.