AW
PDM

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
Q1 		$0 Hold
89
– – ﹤0.01% 1511
2025
Q4 		$0 Hold
89
– – ﹤0.01% 1499
2025
Q3 		$0 Hold
89
– – ﹤0.01% 1459
2025
Q2 		$0 Hold
89
– – ﹤0.01% 1499
2025
Q1 		$0 Buy
+89
New +$704 ﹤0.01% 1280
2024
Q4 		– Sell
-89
Closed – – 1218
2024
Q3 		$0 Hold
89
– – ﹤0.01% 1255
2024
Q2 		$0 Hold
89
– – ﹤0.01% 1174
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 – 963
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
BlackRock New York $5.7T 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