CA
PDM

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return