Axa

Axa’s Piedmont Realty Trust PDM Stock Holding History

Axa’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 Q3	–	Sell	-53,061	Closed	-$387K	–	776
2025 Q2	$387K	Hold	53,061	–	–	﹤0.01%	1012
2025 Q1	$391K	Hold	53,061	–	–	﹤0.01%	954
2024 Q4	$486K	Hold	53,061	–	–	﹤0.01%	947
2024 Q3	$536K	Buy	53,061 +7,268	+16%	+$64.8K	﹤0.01%	952
2024 Q2	$332K	Buy	+45,793	New	+$318K	﹤0.01%	986
2024 Q1	–	Sell	-240,611	Closed	-$1.71M	–	1105
2023 Q4	$1.71M	Buy	+240,611	New	+$1.45M	0.01%	768
2023 Q1	–	Sell	-197,825	Closed	-$1.81M	–	1161
2022 Q4	$1.81M	Hold	197,825	–	–	0.01%	796
2022 Q3	$2.09M	Hold	197,825	–	–	0.01%	753
2022 Q2	$2.6M	Sell	197,825 -51,219	-21%	-$771K	0.01%	728
2022 Q1	$4.29M	Sell	249,044 -9,400	-4%	-$165K	0.01%	687
2021 Q4	$4.75M	Sell	258,444 -5,615	-2%	-$103K	0.01%	676
2021 Q3	$4.6M	Buy	+264,059	New	+$4.81M	0.01%	703
2019 Q3	–	Sell	-37,759	Closed	-$752K	–	1341
2019 Q2	$752K	Sell	37,759 -98,400	-72%	-$2.03M	﹤0.01%	1020
2019 Q1	$2.84M	Buy	+136,159	New	+$2.68M	0.01%	783

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return