BTI
PDM

Blue Trust Inc’s Piedmont Realty Trust PDM Stock Holding History

Blue Trust Inc’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 		$460 Hold
70
– – ﹤0.01% 2354
2025
Q4 		$584 Sell
70
-37
-35% -$309 ﹤0.01% 2368
2025
Q3 		$963 Hold
107
– – ﹤0.01% 2331
2025
Q2 		$780 Hold
107
– – ﹤0.01% 2279
2025
Q1 		$789 Buy
107
+49
+84% +$388 ﹤0.01% 2321
2024
Q4 		$531 Sell
58
-15,126
-100% -$147K ﹤0.01% 2321
2024
Q3 		$110K Buy
15,184
+10,530
+226% +$93.8K ﹤0.01% 1169
2024
Q2 		$32.7K Buy
4,654
+1,288
+38% +$8.95K ﹤0.01% 1451
2024
Q1 		$23.7K Sell
3,366
-376
-10% -$2.52K ﹤0.01% 1168
2023
Q4 		$21K Buy
3,742
+221
+6% +$1.33K ﹤0.01% 1269
2023
Q3 		$25K Buy
3,521
+2,941
+507% +$20.2K ﹤0.01% 1099
2023
Q2 		$4K Sell
580
-3,653
-86% -$24.3K ﹤0.01% 1611
2023
Q1 		$39K Buy
4,233
+1,759
+71% +$16.1K ﹤0.01% 1125
2022
Q4 		$26K Buy
2,474
+1,809
+272% +$17.9K ﹤0.01% 1195
2022
Q3 		$9K Buy
665
+94
+16% +$1.18K ﹤0.01% 1385
2022
Q2 		$10K Buy
+571
New +$8.59K ﹤0.01% 1210

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