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Coldstream Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Coldstream Capital 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
-10,471
Closed -$76.3K – 1254
2025
Q2 		$76.3K Sell
10,471
-81
-0.8% -$560 ﹤0.01% 1092
2025
Q1 		$77.8K Sell
10,552
-285
-3% -$2.26K ﹤0.01% 1481
2024
Q4 		$99.2K Buy
+10,837
New +$105K ﹤0.01% 1045

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's PDM Position: Q3 2025 in Review

Coldstream Capital Management sold out of Piedmont Realty Trust (PDM) in Q3 2025, closing a stake of 10,471 shares — an estimated $76.3K sold.

Coldstream Capital Management first reported a position in PDM in Q4 2024 and held it in 3 quarters. The position peaked at $99.2K in Q4 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

  • Coldstream Capital Management reported no remaining Piedmont Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 10,471 Piedmont Realty Trust shares in Q3 2025, an estimated $76.3K.
  • Coldstream Capital Management first reported a position in Piedmont Realty Trust in Q4 2024 and held it in 3 quarters.
  • Coldstream Capital Management's Piedmont Realty Trust position peaked at $99.2K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on Coldstream Capital Management's 13F filing for Q3 2025, filed 19 Nov 2025.