Avion Wealth’s Piedmont Realty Trust PDM Stock Holding History

Avion Wealth’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 Q2	$0	Hold	89	–	–	﹤0.01%	1656
2026 Q1	$0	Hold	89	–	–	﹤0.01%	1510
2025 Q4	$0	Hold	89	–	–	﹤0.01%	1498
2025 Q3	$0	Hold	89	–	–	﹤0.01%	1458
2025 Q2	$0	Hold	89	–	–	﹤0.01%	1498
2025 Q1	$0	Buy	+89	New	+$704	﹤0.01%	1278
2024 Q4	–	Sell	-89	Closed	–	–	1216
2024 Q3	$0	Hold	89	–	–	﹤0.01%	1254
2024 Q2	$0	Hold	89	–	–	﹤0.01%	1173
2024 Q1	$1K	Hold	89	–	–	﹤0.01%	1031
2023 Q4	$1K	Buy	+89	New	+$537	﹤0.01%	915
2023 Q2	–	Sell	-1,200	Closed	-$11K	–	962
2023 Q1	$11K	Hold	1,200	–	–	﹤0.01%	257
2022 Q4	$12K	Hold	1,200	–	–	﹤0.01%	250
2022 Q3	$13K	Hold	1,200	–	–	﹤0.01%	248
2022 Q2	$16K	Hold	1,200	–	–	0.01%	223
2022 Q1	$21K	Hold	1,200	–	–	0.01%	178
2021 Q4	$22K	Buy	+1,200	New	+$22K	0.01%	172

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's PDM Position: Q2 2026 in Review

Avion Wealth held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 89 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Avion Wealth first reported a position in PDM in Q4 2021 and has held it in 16 quarters since. The position peaked at $22K in Q4 2021. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Avion Wealth held 89 shares of Piedmont Realty Trust worth $0 as of Q2 2026.
Avion Wealth left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1656 holding.
Avion Wealth first reported a position in Piedmont Realty Trust in Q4 2021 and has held it in 16 quarters since.
Avion Wealth's Piedmont Realty Trust position peaked at $22K in Q4 2021.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.