AWA
PDM

Arkadios Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Arkadios Wealth 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
2026
Q1 		$81.3K Sell
12,378
-192
-2% -$1.49K ﹤0.01% 1636
2025
Q4 		$105K Sell
12,570
-149
-1% -$1.24K ﹤0.01% 1491
2025
Q3 		$114K Sell
12,719
-289
-2% -$2.33K ﹤0.01% 1399
2025
Q2 		$94.8K Buy
13,008
+6
+0% +$41 ﹤0.01% 1257
2025
Q1 		$95.8K Buy
13,002
+1,500
+13% +$11.9K ﹤0.01% 1076
2024
Q4 		$105K Buy
+11,502
New +$112K 0.01% 888
2021
Q4 		– Sell
-2,212
Closed -$38K – 1416
2021
Q3 		$38K Hold
2,212
– – 0.01% 977
2021
Q2 		$40K Hold
2,212
– – ﹤0.01% 999
2021
Q1 		$38K Hold
2,212
– – 0.01% 771
2020
Q4 		$35K Hold
2,212
– – 0.01% 626
2020
Q3 		$29.5K Hold
2,212
– – 0.01% 513
2020
Q2 		$34.9K Hold
2,212
– – 0.02% 431
2020
Q1 		$39.1K Hold
2,212
– – 0.02% 373
2019
Q4 		$53.8K Buy
+2,212
New +$47.6K 0.03% 306

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return