Capital Analysts LLC’s Piedmont Realty Trust PDM Stock Holding History

Capital Analysts LLC’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
2024 Q4	–	Sell	-213	Closed	-$2K	–	1359
2024 Q3	$2K	Hold	213	–	–	﹤0.01%	1225
2024 Q2	$2K	Hold	213	–	–	﹤0.01%	1119
2024 Q1	$1K	Hold	213	–	–	﹤0.01%	1090
2023 Q4	$2K	Hold	213	–	–	﹤0.01%	1030
2023 Q3	$1K	Hold	213	–	–	﹤0.01%	1123
2023 Q2	$2K	Sell	213 -296	-58%	-$1.97K	﹤0.01%	952
2023 Q1	$4K	Hold	509	–	–	﹤0.01%	887
2022 Q4	$5K	Hold	509	–	–	﹤0.01%	915
2022 Q3	$5K	Hold	509	–	–	﹤0.01%	890
2022 Q2	$7K	Hold	509	–	–	﹤0.01%	840
2022 Q1	$9K	Hold	509	–	–	﹤0.01%	764
2021 Q4	$9K	Hold	509	–	–	﹤0.01%	828
2021 Q3	$9K	Hold	509	–	–	﹤0.01%	807
2021 Q2	$9K	Hold	509	–	–	﹤0.01%	764
2021 Q1	$9K	Buy	509 +213	+72%	+$3.59K	﹤0.01%	809
2020 Q4	$5K	Hold	296	–	–	﹤0.01%	630
2020 Q3	$4K	Hold	296	–	–	﹤0.01%	671
2020 Q2	$5K	Hold	296	–	–	﹤0.01%	611
2020 Q1	$5K	Hold	296	–	–	﹤0.01%	587
2019 Q4	$7K	Hold	296	–	–	﹤0.01%	593
2019 Q3	$6K	Hold	296	–	–	﹤0.01%	597
2019 Q2	$6K	Hold	296	–	–	﹤0.01%	577
2019 Q1	$6K	Buy	+296	New	+$5.82K	﹤0.01%	558

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Analysts LLC's PDM Position: Q4 2024 in Review

Capital Analysts LLC sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 213 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in PDM in Q1 2019 and held it in 23 quarters. The position peaked at $9K in Q1 2022. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

Capital Analysts LLC reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
Capital Analysts LLC sold 213 Piedmont Realty Trust shares in Q4 2024, an estimated $2K.
Capital Analysts LLC first reported a position in Piedmont Realty Trust in Q1 2019 and held it in 23 quarters.
Capital Analysts LLC's Piedmont Realty Trust position peaked at $9K in Q1 2022.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.