BFSG LLC’s Piedmont Realty Trust PDM Stock Holding History

BFSG LLC’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	$236K	Hold	25,811	–	–	0.02%	273
2026 Q1	$170K	Buy	25,811 +1,801	+8%	+$14K	0.02%	298
2025 Q4	$200K	Buy	24,010 +280	+1%	+$2.34K	0.02%	270
2025 Q3	$214K	Sell	23,730 -1,660	-7%	-$13.4K	0.02%	265
2025 Q2	$185K	Sell	25,390 -50	-0.2%	-$345	0.02%	259
2025 Q1	$187K	Sell	25,440 -250	-1%	-$1.98K	0.02%	244
2024 Q4	$235K	Sell	25,690 -2,140	-8%	-$20.8K	0.03%	220
2024 Q3	$281K	Sell	27,830 -2,780	-9%	-$24.8K	0.03%	212
2024 Q2	$222K	Sell	30,610 -1,500	-5%	-$10.4K	0.03%	224
2024 Q1	$226K	Hold	32,110	–	–	0.03%	225
2023 Q4	$228K	Buy	32,110 +1,690	+6%	+$10.2K	0.03%	227
2023 Q3	$171K	Buy	+30,420	New	+$209K	0.03%	231

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

BFSG LLC's PDM Position: Q2 2026 in Review

BFSG LLC held its Piedmont Realty Trust (PDM) position steady in Q2 2026 at 25,811 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #273.

BFSG LLC first reported a position in PDM in Q3 2023 and has held it in 12 quarters since. The position peaked at $281K in Q3 2024. 254 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

BFSG LLC held 25,811 shares of Piedmont Realty Trust worth $236K as of Q2 2026.
BFSG LLC left its Piedmont Realty Trust share count unchanged in Q2 2026.
Piedmont Realty Trust made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #273 holding.
BFSG LLC first reported a position in Piedmont Realty Trust in Q3 2023 and has held it in 12 quarters since.
BFSG LLC's Piedmont Realty Trust position peaked at $281K in Q3 2024.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.