Cetera Investment Advisers
PDM

Cetera Investment Advisers’s Piedmont Realty Trust PDM Stock Holding History

Cetera Investment Advisers’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 		$230K Sell
35,064
-1,908
-5% -$14.8K ﹤0.01% 4185
2025
Q4 		$308K Sell
36,972
-2,819
-7% -$23.5K ﹤0.01% 3887
2025
Q3 		$358K Sell
39,791
-3,494
-8% -$28.1K ﹤0.01% 3683
2025
Q2 		$316K Buy
43,285
+6,603
+18% +$45.6K ﹤0.01% 3350
2025
Q1 		$270K Sell
36,682
-570
-2% -$4.51K ﹤0.01% 3352
2024
Q4 		$341K Buy
37,252
+7,704
+26% +$74.9K ﹤0.01% 3002
2024
Q3 		$298K Sell
29,548
-667
-2% -$5.94K ﹤0.01% 3067
2024
Q2 		$219K Buy
30,215
+635
+2% +$4.41K ﹤0.01% 3300
2024
Q1 		$208K Buy
+29,580
New +$198K ﹤0.01% 3324

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