AG
PDM

Aperio Group’s Piedmont Realty Trust PDM Stock Holding History

Aperio Group’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
2020
Q4 		$2.15M Buy
132,286
+8,004
+6% +$118K 0.01% 1204
2020
Q3 		$1.69M Buy
124,282
+3,972
+3% +$61.5K 0.01% 1197
2020
Q2 		$2M Sell
120,310
-97,188
-45% -$1.62M 0.01% 1117
2020
Q1 		$3.84M Buy
217,498
+88,023
+68% +$1.9M 0.02% 762
2019
Q4 		$2.88M Buy
129,475
+7,630
+6% +$164K 0.01% 933
2019
Q3 		$2.54M Buy
121,845
+41,723
+52% +$842K 0.01% 954
2019
Q2 		$1.6M Buy
80,122
+62,932
+366% +$1.3M 0.01% 1168
2019
Q1 		$358K Buy
17,190
+2,832
+20% +$55.7K ﹤0.01% 1922
2018
Q4 		$244K Sell
14,358
-10,014
-41% -$182K ﹤0.01% 2044
2018
Q3 		$461K Sell
24,372
-1,615
-6% -$31.8K ﹤0.01% 1807
2018
Q2 		$518K Buy
25,987
+5,351
+26% +$99.2K ﹤0.01% 1728
2018
Q1 		$363K Sell
20,636
-3,363
-14% -$62.1K ﹤0.01% 1854
2017
Q4 		$471K Sell
23,999
-24,180
-50% -$482K ﹤0.01% 1729
2017
Q3 		$972K Buy
48,179
+23,847
+98% +$486K 0.01% 1284
2017
Q2 		$513K Sell
24,332
-6,156
-20% -$133K ﹤0.01% 1646
2017
Q1 		$652K Buy
30,488
+5,016
+20% +$109K ﹤0.01% 1403
2016
Q4 		$532K Sell
25,472
-1,571
-6% -$31.7K ﹤0.01% 1470
2016
Q3 		$589K Buy
27,043
+1,746
+7% +$37.5K ﹤0.01% 1359
2016
Q2 		$545K Buy
25,297
+3,524
+16% +$71.5K ﹤0.01% 1342
2016
Q1 		$442K Buy
21,773
+6,081
+39% +$113K ﹤0.01% 1429
2015
Q4 		$296K Buy
15,692
+1,679
+12% +$32.1K ﹤0.01% 1624
2015
Q3 		$251K Buy
14,013
+1,687
+14% +$30.1K ﹤0.01% 1654
2015
Q2 		$217K Sell
12,326
-4,315
-26% -$76.7K ﹤0.01% 1815
2015
Q1 		$310K Sell
16,641
-373
-2% -$7.03K ﹤0.01% 1546
2014
Q4 		$321K Sell
17,014
-7
-0% -$132 ﹤0.01% 1458
2014
Q3 		$300K Sell
17,021
-103
-0.6% -$1.98K ﹤0.01% 1394
2014
Q2 		$324K Buy
17,124
+6,600
+63% +$121K ﹤0.01% 1352
2014
Q1 		$180K Buy
+10,524
New +$176K ﹤0.01% 1882
2013
Q4 		– Hold
0
– – – 1827

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group's PDM Position: Q4 2020 in Review

Aperio Group increased its Piedmont Realty Trust (PDM) stake by 6.4% in Q4 2020, buying an estimated $118K and bringing the position to 132,286 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #1204.

Aperio Group first reported a position in PDM in Q1 2014 and has held it in 28 quarters since. The position peaked at $3.84M in Q1 2020. 233 funds tracked by Wall St. Rank hold PDM as of Q4 2020.

  • Aperio Group held 132,286 shares of Piedmont Realty Trust worth $2.15M as of Q4 2020.
  • Aperio Group bought 8,004 Piedmont Realty Trust shares in Q4 2020, an estimated $118K.
  • Piedmont Realty Trust made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1204 holding.
  • Aperio Group first reported a position in Piedmont Realty Trust in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's Piedmont Realty Trust position peaked at $3.84M in Q1 2020.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.