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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return