Cerity Partners’s Piedmont Realty Trust PDM Stock Holding History

Cerity Partners’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	$138K	Sell	21,030 -804	-4%	-$6.25K	﹤0.01%	2971
2025 Q4	$182K	Buy	21,834 +638	+3%	+$5.33K	﹤0.01%	2659
2025 Q3	$191K	Sell	21,196 -46	-0.2%	-$370	﹤0.01%	2515
2025 Q2	$155K	Sell	21,242 -790	-4%	-$5.46K	﹤0.01%	2416
2025 Q1	$162K	Sell	22,032 -12,090	-35%	-$95.7K	﹤0.01%	2255
2024 Q4	$328K	Sell	34,122 -196	-0.6%	-$1.9K	﹤0.01%	1995
2024 Q3	$347K	Buy	34,318 +7,450	+28%	+$66.4K	﹤0.01%	1969
2024 Q2	$195K	Sell	26,868 -3,437	-11%	-$23.9K	﹤0.01%	2032
2024 Q1	$213K	Buy	+30,305	New	+$203K	﹤0.01%	2078

Other funds holding PDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Cerity Partners's PDM Position: Q1 2026 in Review

Cerity Partners reduced its Piedmont Realty Trust (PDM) stake by 3.7% in Q1 2026, selling an estimated $6.25K and leaving 21,030 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Cerity Partners first reported a position in PDM in Q1 2024 and has held it in 9 quarters since. The position peaked at $347K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

Cerity Partners held 21,030 shares of Piedmont Realty Trust worth $138K as of Q1 2026.
Cerity Partners sold 804 Piedmont Realty Trust shares in Q1 2026, an estimated $6.25K.
Piedmont Realty Trust made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2971 holding.
Cerity Partners first reported a position in Piedmont Realty Trust in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Piedmont Realty Trust position peaked at $347K in Q3 2024.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.