CT
PDM

Caldwell Trust’s Piedmont Realty Trust PDM Stock Holding History

Caldwell Trust’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
2025
Q1 		– Sell
-988
Closed -$9.04K – 765
2024
Q4 		$9.04K Buy
+988
New +$9.6K ﹤0.01% 614

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caldwell Trust's PDM Position: Q1 2025 in Review

Caldwell Trust sold out of Piedmont Realty Trust (PDM) in Q1 2025, closing a stake of 988 shares — an estimated $9.04K sold.

Caldwell Trust first reported a position in PDM in Q4 2024 and held it in 1 quarter. The position peaked at $9.04K in Q4 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2025.

  • Caldwell Trust reported no remaining Piedmont Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Caldwell Trust sold 988 Piedmont Realty Trust shares in Q1 2025, an estimated $9.04K.
  • Caldwell Trust first reported a position in Piedmont Realty Trust in Q4 2024 and held it in 1 quarter.
  • Caldwell Trust's Piedmont Realty Trust position peaked at $9.04K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2025.

Based on Caldwell Trust's 13F filing for Q1 2025, filed 23 Sep 2025.