American Portfolios Advisors’s Piedmont Realty Trust PDM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$94.5K	Hold	8,953	–	–	﹤0.01%	1390
2022 Q2	$117K	Hold	8,953	–	–	﹤0.01%	1322
2022 Q1	$154K	Hold	8,953	–	–	0.01%	1294
2021 Q4	$165K	Hold	8,953	–	–	0.01%	1262
2021 Q3	$156K	Hold	8,953	–	–	0.01%	1241
2021 Q2	$165K	Hold	8,953	–	–	0.01%	1198
2021 Q1	$156K	Buy	8,953 +3,524	+65%	+$59.4K	0.01%	1141
2020 Q4	$88.1K	Hold	5,429	–	–	﹤0.01%	1210
2020 Q3	$73.7K	Hold	5,429	–	–	﹤0.01%	1192
2020 Q2	$90.2K	Hold	5,429	–	–	0.01%	1035
2020 Q1	$95.9K	Hold	5,429	–	–	0.01%	906
2019 Q4	$121K	Hold	5,429	–	–	0.01%	956
2019 Q3	$113K	Hold	5,429	–	–	0.01%	951
2019 Q2	$108K	Hold	5,429	–	–	0.01%	953
2019 Q1	$113K	Hold	5,429	–	–	0.01%	833
2018 Q4	$92.5K	Hold	5,429	–	–	0.01%	754
2018 Q3	$103K	Hold	5,429	–	–	0.01%	813
2018 Q2	$108K	Hold	5,429	–	–	0.01%	776
2018 Q1	$95.5K	Sell	5,429 -500	-8%	-$9.23K	0.01%	771
2017 Q4	$116K	Buy	+5,929	New	+$118K	0.02%	678

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

American Portfolios Advisors's PDM Position: Q3 2022 in Review

American Portfolios Advisors held its Piedmont Realty Trust (PDM) position steady in Q3 2022 at 8,953 shares worth $94.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

American Portfolios Advisors first reported a position in PDM in Q4 2017 and has held it in 20 quarters since. The position peaked at $165K in Q2 2021. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

American Portfolios Advisors held 8,953 shares of Piedmont Realty Trust worth $94.5K as of Q3 2022.
American Portfolios Advisors left its Piedmont Realty Trust share count unchanged in Q3 2022.
Piedmont Realty Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1390 holding.
American Portfolios Advisors first reported a position in Piedmont Realty Trust in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Piedmont Realty Trust position peaked at $165K in Q2 2021.
244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.