CoreCap Advisors’s Piedmont Realty Trust PDM Stock Holding History

CoreCap Advisors’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 Q1	–	Sell	-279	Closed	-$2.55K	–	3258
2024 Q4	$2.55K	Hold	279	–	–	﹤0.01%	2161
2024 Q3	$2.82K	Buy	+279	New	+$2.49K	﹤0.01%	2115
2024 Q2	–	Sell	-279	Closed	-$1.96K	–	2307
2024 Q1	$1.96K	Buy	+279	New	+$1.87K	﹤0.01%	2130
2022 Q4	$2.56K	Buy	+279	New	+$2.76K	﹤0.01%	1889
2022 Q3	–	Sell	-279	Closed	-$4K	–	1621
2022 Q2	$4K	Buy	+279	New	+$4.2K	﹤0.01%	1731
2022 Q1	–	Sell	-279	Closed	-$5K	–	1617
2021 Q4	$5K	Buy	+279	New	+$5.11K	﹤0.01%	1754

Other funds holding PDM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CoreCap Advisors's PDM Position: Q1 2025 in Review

CoreCap Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2025, closing a stake of 279 shares — an estimated $2.55K sold.

CoreCap Advisors first reported a position in PDM in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2025.

CoreCap Advisors reported no remaining Piedmont Realty Trust position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 279 Piedmont Realty Trust shares in Q1 2025, an estimated $2.55K.
CoreCap Advisors first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 6 quarters.
CoreCap Advisors's Piedmont Realty Trust position peaked at $5K in Q4 2021.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.