CP
PDM

Camelot Portfolios’s Piedmont Realty Trust PDM Stock Holding History

Camelot Portfolios’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 		– Sell
-1,000
Closed -$8.34K – 439
2025
Q4 		$8.34K Buy
+1,000
New +$8.35K 0.01% 439
2024
Q3 		– Sell
-50,500
Closed -$366K – 438
2024
Q2 		$366K Buy
50,500
+1,000
+2% +$6.95K 0.21% 116
2024
Q1 		$348K Sell
49,500
-3,000
-6% -$20.1K 0.34% 88
2023
Q4 		$373K Buy
52,500
+2,000
+4% +$12.1K 0.22% 119
2023
Q3 		$284K Sell
50,500
-4,000
-7% -$27.4K 0.27% 102
2023
Q2 		$396K Buy
54,500
+2,000
+4% +$13.3K 0.25% 115
2023
Q1 		$383K Hold
52,500
– – 0.27% 110
2022
Q4 		$481K Buy
+52,500
New +$519K 0.36% 84
2019
Q3 		– Sell
-10,771
Closed -$215K – 242
2019
Q2 		$215K Buy
+10,771
New +$222K 0.09% 205
2019
Q1 		– Sell
-13,551
Closed -$231K – 254
2018
Q4 		$231K Buy
+13,551
New +$246K 0.11% 189
2016
Q3 		– Sell
-10,896
Closed -$235K – 171
2016
Q2 		$235K Sell
10,896
-500
-4% -$10.1K 0.14% 124
2016
Q1 		$231K Hold
11,396
– – 0.14% 125
2015
Q4 		$215K Sell
11,396
-1,932
-14% -$37K 0.14% 132
2015
Q3 		$238K Sell
13,328
-344
-3% -$6.15K 0.16% 129
2015
Q2 		$240K Sell
13,672
-340
-2% -$6.04K 0.14% 142
2015
Q1 		$261K Buy
14,012
+15
+0.1% +$283 0.15% 138
2014
Q4 		$264K Buy
13,997
+325
+2% +$6.12K 0.15% 131
2014
Q3 		$241K Hold
13,672
– – 0.14% 141
2014
Q2 		$259K Buy
+13,672
New +$251K 0.17% 135

Other funds holding PDM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Camelot Portfolios's PDM Position: Q1 2026 in Review

Camelot Portfolios sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 1,000 shares — an estimated $8.34K sold.

Camelot Portfolios first reported a position in PDM in Q2 2014 and held it in 19 quarters. The position peaked at $481K in Q4 2022. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Camelot Portfolios reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 1,000 Piedmont Realty Trust shares in Q1 2026, an estimated $8.34K.
  • Camelot Portfolios first reported a position in Piedmont Realty Trust in Q2 2014 and held it in 19 quarters.
  • Camelot Portfolios's Piedmont Realty Trust position peaked at $481K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.