CIBC Private Wealth Group’s Piedmont Realty Trust PDM Stock Holding History

CIBC Private Wealth Group’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	-225	Closed	-$1.64K	–	3252
2025 Q2	$1.64K	Sell	225 -111	-33%	-$767	﹤0.01%	2687
2025 Q1	$2.06K	Sell	336 -473	-58%	-$3.74K	﹤0.01%	2686
2024 Q4	$7.14K	Hold	809	–	–	﹤0.01%	2370
2024 Q3	$8.17K	Hold	809	–	–	﹤0.01%	2456
2024 Q2	$6K	Hold	809	–	–	﹤0.01%	2462
2024 Q1	$5.43K	Buy	+809	New	+$5.42K	﹤0.01%	2480
2018 Q3	–	Sell	-225	Closed	-$4K	–	1492
2018 Q2	$4K	Hold	225	–	–	﹤0.01%	1777
2018 Q1	$4K	Hold	225	–	–	﹤0.01%	1709
2017 Q4	$4K	Buy	+225	New	+$4.48K	﹤0.01%	1733

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's PDM Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 225 shares — an estimated $1.64K sold.

CIBC Private Wealth Group first reported a position in PDM in Q4 2017 and held it in 9 quarters. The position peaked at $8.17K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

CIBC Private Wealth Group reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 225 Piedmont Realty Trust shares in Q3 2025, an estimated $1.64K.
CIBC Private Wealth Group first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 9 quarters.
CIBC Private Wealth Group's Piedmont Realty Trust position peaked at $8.17K in Q3 2024.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.