Arax Advisory Partners
PDM icon

Arax Advisory Partners’s Piedmont Realty Trust PDM Stock Holding History

Arax Advisory Partners’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 		$88.6K Sell
9,960
-309
-3% -$2.94K ﹤0.01% 2900
2026
Q2 		$94K Buy
10,269
+9,956
+3,181% +$82.1K ﹤0.01% 2781
2026
Q1 		$2.06K Sell
313
-1,110
-78% -$8.64K ﹤0.01% 3100
2025
Q4 		$11.9K Sell
1,423
-17,634
-93% -$147K ﹤0.01% 2382
2025
Q3 		$172K Buy
19,057
+17,938
+1,603% +$144K ﹤0.01% 1317
2025
Q2 		$8.16K Buy
1,119
+1,023
+1,066% +$7.07K ﹤0.01% 2056
2025
Q1 		$708 Sell
96
-373
-80% -$2.95K ﹤0.01% 2442
2024
Q4 		$4.29K Hold
469
– – ﹤0.01% 1795
2024
Q3 		$4.74K Hold
469
– – ﹤0.01% 1736
2024
Q2 		$3.4K Buy
+469
New +$3.26K ﹤0.01% 1759

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Deutsche Bank
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 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

Arax Advisory Partners's PDM Position: Q3 2026 in Review

Arax Advisory Partners reduced its Piedmont Realty Trust (PDM) stake by 3% in Q3 2026, selling an estimated $2.94K and leaving 9,960 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Arax Advisory Partners first reported a position in PDM in Q2 2024 and has held it in 10 quarters since. The position peaked at $172K in Q3 2025. 201 funds tracked by Wall St. Rank hold PDM as of Q3 2026.

  • Arax Advisory Partners held 9,960 shares of Piedmont Realty Trust worth $88.6K as of Q3 2026.
  • Arax Advisory Partners sold 309 Piedmont Realty Trust shares in Q3 2026, an estimated $2.94K.
  • Piedmont Realty Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #2900 holding.
  • Arax Advisory Partners first reported a position in Piedmont Realty Trust in Q2 2024 and has held it in 10 quarters since.
  • Arax Advisory Partners's Piedmont Realty Trust position peaked at $172K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.