Carson Wealth (CWM LLC)
PDM

Carson Wealth (CWM LLC)’s Piedmont Realty Trust PDM Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$192K Sell
29,192
-4,257
-13% -$33.1K ﹤0.01% 2769
2025
Q4 		$279K Sell
33,449
-522
-2% -$4.36K ﹤0.01% 2304
2025
Q3 		$306K Buy
33,971
+833
+3% +$6.7K ﹤0.01% 2116
2025
Q2 		$242K Buy
33,138
+20,659
+166% +$143K ﹤0.01% 2009
2025
Q1 		$92K Sell
12,479
-277
-2% -$2.19K ﹤0.01% 2490
2024
Q4 		$117K Sell
12,756
-16
-0.1% -$155 ﹤0.01% 2184
2024
Q3 		$129K Buy
12,772
+1,678
+15% +$15K ﹤0.01% 2030
2024
Q2 		$80K Buy
11,094
+104
+0.9% +$723 ﹤0.01% 2133
2024
Q1 		$77K Buy
10,990
+3,206
+41% +$21.5K ﹤0.01% 2027
2023
Q4 		$55K Buy
7,784
+1,126
+17% +$6.8K ﹤0.01% 2120
2023
Q3 		$37K Sell
6,658
-2,030
-23% -$13.9K ﹤0.01% 2269
2023
Q2 		$63K Buy
8,688
+4,233
+95% +$28.2K ﹤0.01% 1837
2023
Q1 		$33K Buy
4,455
+169
+4% +$1.55K ﹤0.01% 2158
2022
Q4 		$39K Sell
4,286
-474
-10% -$4.68K ﹤0.01% 1899
2022
Q3 		$50K Sell
4,760
-351
-7% -$4.41K ﹤0.01% 1655
2022
Q2 		$67K Sell
5,111
-2,382
-32% -$35.8K ﹤0.01% 1488
2022
Q1 		$129K Buy
7,493
+3,197
+74% +$56.1K ﹤0.01% 1232
2021
Q4 		$79K Buy
+4,296
New +$78.7K ﹤0.01% 1395
2021
Q2 		$77K Hold
4,182
– – ﹤0.01% 1229
2021
Q1 		$77K Hold
4,182
– – ﹤0.01% 1229
2020
Q4 		$77K Hold
4,182
– – ﹤0.01% 1229
2020
Q3 		$77K Hold
4,182
– – ﹤0.01% 1229
2020
Q2 		$77K Hold
4,182
– – ﹤0.01% 1229
2020
Q1 		$77K Hold
4,182
– – ﹤0.01% 1229
2019
Q4 		$77K Hold
4,182
– – ﹤0.01% 1229
2019
Q3 		$77K Hold
4,182
– – ﹤0.01% 1229
2019
Q2 		$77K Hold
4,182
– – ﹤0.01% 1229
2019
Q1 		$77K Buy
4,182
+3,626
+652% +$71.3K ﹤0.01% 1229
2018
Q4 		$9K Hold
556
– – ﹤0.01% 1375
2018
Q3 		$11K Sell
556
-102
-16% -$2.01K ﹤0.01% 1133
2018
Q2 		$13K Buy
658
+102
+18% +$1.89K ﹤0.01% 933
2018
Q1 		$10K Hold
556
– – ﹤0.01% 854
2017
Q4 		$11K Hold
556
– – ﹤0.01% 859
2017
Q3 		$11K Hold
556
– – ﹤0.01% 867
2017
Q2 		$12K Hold
556
– – ﹤0.01% 744
2017
Q1 		$12K Hold
556
– – ﹤0.01% 712
2016
Q4 		$12K Hold
556
– – ﹤0.01% 699
2016
Q3 		$12K Hold
556
– – ﹤0.01% 660
2016
Q2 		$12K Hold
556
– – ﹤0.01% 540
2016
Q1 		$11K Hold
556
– – ﹤0.01% 514
2015
Q4 		$10K Hold
556
– – ﹤0.01% 470
2015
Q3 		$10K Buy
+556
New +$9.94K ﹤0.01% 450

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

Carson Wealth (CWM LLC)'s PDM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Piedmont Realty Trust (PDM) stake by 13% in Q1 2026, selling an estimated $33.1K and leaving 29,192 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Carson Wealth (CWM LLC) first reported a position in PDM in Q3 2015 and has held it in 42 quarters since. The position peaked at $306K in Q3 2025. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 29,192 shares of Piedmont Realty Trust worth $192K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,257 Piedmont Realty Trust shares in Q1 2026, an estimated $33.1K.
  • Piedmont Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2769 holding.
  • Carson Wealth (CWM LLC) first reported a position in Piedmont Realty Trust in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Piedmont Realty Trust position peaked at $306K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.