BL
PDM

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
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
BlackRock New York $5.72T 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