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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Cape Investment Advisory's PDM Position: Q1 2026 in Review

Cape Investment Advisory sold out of Piedmont Realty Trust (PDM) in Q1 2026, closing a stake of 561 shares — an estimated $4.68K sold.

Cape Investment Advisory first reported a position in PDM in Q1 2023 and held it in 12 quarters. The position peaked at $5.67K in Q3 2024. 254 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

Cape Investment Advisory reported no remaining Piedmont Realty Trust position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 561 Piedmont Realty Trust shares in Q1 2026, an estimated $4.68K.
Cape Investment Advisory first reported a position in Piedmont Realty Trust in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's Piedmont Realty Trust position peaked at $5.67K in Q3 2024.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.