CAPTRUST Financial Advisors
PDM

CAPTRUST Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

CAPTRUST Financial Advisors’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 		$107K Buy
16,283
+321
+2% +$2.5K ﹤0.01% 2804
2025
Q4 		$133K Sell
15,962
-519
-3% -$4.33K ﹤0.01% 2582
2025
Q3 		$148K Buy
16,481
+928
+6% +$7.47K ﹤0.01% 2471
2025
Q2 		$113K Buy
15,553
+4,344
+39% +$30K ﹤0.01% 2369
2025
Q1 		$82.6K Buy
+11,209
New +$88.7K ﹤0.01% 2250
2024
Q1 		– Sell
-24,757
Closed -$176K – 2512
2023
Q4 		$176K Buy
24,757
+9,378
+61% +$56.6K ﹤0.01% 2430
2023
Q3 		$86.4K Buy
15,379
+2,078
+16% +$14.3K ﹤0.01% 2440
2023
Q2 		$96.7K Sell
13,301
-896
-6% -$5.96K ﹤0.01% 2382
2023
Q1 		$104K Buy
14,197
+1,864
+15% +$17.1K ﹤0.01% 2154
2022
Q4 		$113K Buy
+12,333
New +$122K ﹤0.01% 2040

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