CIA
PDM

Cape Investment Advisory’s Piedmont Realty Trust PDM Stock Holding History

Cape Investment Advisory’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
-561
Closed -$4.68K – 905
2025
Q4 		$4.68K Hold
561
– – ﹤0.01% 921
2025
Q3 		$5.05K Hold
561
– – 0.01% 516
2025
Q2 		$4.09K Hold
561
– – ﹤0.01% 806
2025
Q1 		$4.13K Hold
561
– – ﹤0.01% 796
2024
Q4 		$5.13K Hold
561
– – ﹤0.01% 736
2024
Q3 		$5.67K Hold
561
– – ﹤0.01% 677
2024
Q2 		$4.07K Hold
561
– – ﹤0.01% 705
2024
Q1 		$3.94K Hold
561
– – ﹤0.01% 682
2023
Q4 		$3.99K Hold
561
– – ﹤0.01% 812
2023
Q3 		$3.15K Hold
561
– – ﹤0.01% 735
2023
Q2 		$4.08K Buy
561
+17
+3% +$113 ﹤0.01% 684
2023
Q1 		$3.97K Buy
+544
New +$4.99K ﹤0.01% 720

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