AI
PDM

Atria Investments’s Piedmont Realty Trust PDM Stock Holding History

Atria Investments’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
Q1 		– Sell
-11,609
Closed -$106K – 1981
2024
Q4 		$106K Buy
11,609
+87
+0.8% +$845 ﹤0.01% 1831
2024
Q3 		$116K Sell
11,522
-284
-2% -$2.53K ﹤0.01% 1866
2024
Q2 		$85.6K Buy
+11,806
New +$82.1K ﹤0.01% 1877
2020
Q1 		– Sell
-9,842
Closed -$219K – 998
2019
Q4 		$219K Buy
+9,842
New +$212K 0.01% 1115
2018
Q3 		– Sell
-10,848
Closed -$216K – 1023
2018
Q2 		$216K Buy
+10,848
New +$201K 0.01% 876

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Investments's PDM Position: Q1 2025 in Review

Atria Investments sold out of Piedmont Realty Trust (PDM) in Q1 2025, closing a stake of 11,609 shares — an estimated $106K sold.

Atria Investments first reported a position in PDM in Q2 2018 and held it in 5 quarters. The position peaked at $219K in Q4 2019. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2025.

  • Atria Investments reported no remaining Piedmont Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 11,609 Piedmont Realty Trust shares in Q1 2025, an estimated $106K.
  • Atria Investments first reported a position in Piedmont Realty Trust in Q2 2018 and held it in 5 quarters.
  • Atria Investments's Piedmont Realty Trust position peaked at $219K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.