AAS
PDM

Ameritas Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Ameritas Advisory Services’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
-3,235
Closed -$29.1K – 1773
2025
Q3 		$29.1K Sell
3,235
-1,668
-34% -$13.4K ﹤0.01% 1296
2025
Q2 		$35.7K Buy
+4,903
New +$33.9K ﹤0.01% 1464
2023
Q2 		– Sell
-6,091
Closed -$43.1K – 1964
2023
Q1 		$43.1K Buy
+6,091
New +$55.9K ﹤0.01% 1316

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameritas Advisory Services's PDM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Piedmont Realty Trust (PDM) in Q4 2025, closing a stake of 3,235 shares — an estimated $29.1K sold.

Ameritas Advisory Services first reported a position in PDM in Q1 2023 and held it in 3 quarters. The position peaked at $43.1K in Q1 2023. 248 funds tracked by Wall St. Rank hold PDM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Piedmont Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 3,235 Piedmont Realty Trust shares in Q4 2025, an estimated $29.1K.
  • Ameritas Advisory Services first reported a position in Piedmont Realty Trust in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Piedmont Realty Trust position peaked at $43.1K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.