CFFP
PDM

Center for Financial Planning’s Piedmont Realty Trust PDM Stock Holding History

Center for Financial Planning’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 		$4.97K Hold
756
– – ﹤0.01% 543
2025
Q4 		$6.31K Hold
756
– – ﹤0.01% 534
2025
Q3 		$6.8K Hold
756
– – ﹤0.01% 524
2025
Q2 		$5.51K Hold
756
– – ﹤0.01% 513
2025
Q1 		$5.57K Hold
756
– – ﹤0.01% 526
2024
Q4 		$6.92K Hold
756
– – ﹤0.01% 460
2024
Q3 		$7.64K Hold
756
– – ﹤0.01% 427
2024
Q2 		$5.48K Hold
756
– – ﹤0.01% 453
2024
Q1 		$5.32K Hold
756
– – ﹤0.01% 469
2023
Q4 		$5.38K Hold
756
– – ﹤0.01% 416
2023
Q3 		$4.25K Hold
756
– – ﹤0.01% 423
2023
Q2 		$5.5K Hold
756
– – ﹤0.01% 441
2023
Q1 		$5.52K Hold
756
– – ﹤0.01% 409
2022
Q4 		$6.93K Hold
756
– – ﹤0.01% 390
2022
Q3 		$8K Buy
+756
New +$9.49K ﹤0.01% 382

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