CarsonAllaria Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-1,068	Closed	-$7.79K	–	260
2025 Q2	$7.79K	Hold	1,068	–	–	﹤0.01%	266
2025 Q1	$7.87K	Buy	1,068 +33	+3%	+$261	﹤0.01%	265
2024 Q4	$9.47K	Hold	1,035	–	–	0.01%	256
2024 Q3	$10.5K	Buy	1,035 +13	+1%	+$116	0.01%	253
2024 Q2	$7.42K	Buy	1,022 +18	+2%	+$125	﹤0.01%	274
2024 Q1	$7.06K	Buy	1,004 +36	+4%	+$241	﹤0.01%	269
2023 Q4	$6.88K	Sell	968 -100	-9%	-$604	﹤0.01%	244
2023 Q3	$6K	Hold	1,068	–	–	﹤0.01%	244
2023 Q2	$7.77K	Buy	1,068 +28	+3%	+$186	0.01%	240
2023 Q1	$7.59K	Buy	1,040 +47	+5%	+$431	0.01%	230
2022 Q4	$9K	Hold	993	–	–	0.01%	197
2022 Q3	$10K	Buy	993 +16	+2%	+$201	0.01%	194
2022 Q2	$13K	Buy	977 +13	+1%	+$196	0.01%	173
2022 Q1	$17K	Buy	964 +21	+2%	+$369	0.02%	166
2021 Q4	$17K	Buy	+943	New	+$17.3K	0.02%	181

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

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

CarsonAllaria Wealth Management's PDM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 1,068 shares — an estimated $7.79K sold.

CarsonAllaria Wealth Management first reported a position in PDM in Q4 2021 and held it in 15 quarters. The position peaked at $17K in Q1 2022. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,068 Piedmont Realty Trust shares in Q3 2025, an estimated $7.79K.
CarsonAllaria Wealth Management first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Piedmont Realty Trust position peaked at $17K in Q1 2022.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.