B
PDM

Bailard’s Piedmont Realty Trust PDM Stock Holding History

Bailard’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
2023
Q2 		– Sell
-30,305
Closed -$221K – 761
2023
Q1 		$221K Buy
+30,305
New +$278K 0.01% 614
2018
Q1 		– Sell
-11,100
Closed -$218K – 503
2017
Q4 		$218K Hold
11,100
– – 0.01% 414
2017
Q3 		$224K Hold
11,100
– – 0.02% 273
2017
Q2 		$234K Hold
11,100
– – 0.02% 257
2017
Q1 		$237K Sell
11,100
-10,000
-47% -$217K 0.02% 268
2016
Q4 		$441K Buy
21,100
+10,000
+90% +$202K 0.04% 211
2016
Q3 		$242K Hold
11,100
– – 0.02% 287
2016
Q2 		$239K Hold
11,100
– – 0.03% 268
2016
Q1 		$225K Buy
+11,100
New +$207K 0.03% 230
2015
Q4 		– Sell
-11,100
Closed -$199K – 298
2015
Q3 		$199K Hold
11,100
– – 0.03% 236
2015
Q2 		$195K Sell
11,100
-40,000
-78% -$711K 0.03% 233
2015
Q1 		$951K Buy
51,100
+19,000
+59% +$358K 0.13% 102
2014
Q4 		$605K Buy
+32,100
New +$604K 0.09% 134
2014
Q1 		– Sell
-29,100
Closed -$481K – 245
2013
Q4 		$481K Buy
+29,100
New +$504K 0.08% 141

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Bailard's PDM Position: Q2 2023 in Review

Bailard sold out of Piedmont Realty Trust (PDM) in Q2 2023, closing a stake of 30,305 shares — an estimated $221K sold.

Bailard first reported a position in PDM in Q4 2013 and held it in 14 quarters. The position peaked at $951K in Q1 2015. 246 funds tracked by Wall St. Rank hold PDM as of Q2 2023.

  • Bailard reported no remaining Piedmont Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Bailard sold 30,305 Piedmont Realty Trust shares in Q2 2023, an estimated $221K.
  • Bailard first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 14 quarters.
  • Bailard's Piedmont Realty Trust position peaked at $951K in Q1 2015.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2023.

Based on Bailard's 13F filing for Q2 2023, filed 20 Jul 2023.