CIC
PDM

Cornercap Investment Counsel’s Piedmont Realty Trust PDM Stock Holding History

Cornercap Investment Counsel’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
2022
Q4 		– Sell
-76,828
Closed -$811K – 630
2022
Q3 		$811K Buy
76,828
+23,234
+43% +$292K 0.15% 288
2022
Q2 		$703K Buy
53,594
+935
+2% +$14.1K 0.12% 344
2022
Q1 		$907K Buy
+52,659
New +$925K 0.1% 357
2019
Q1 		– Sell
-52,595
Closed -$896K – 440
2018
Q4 		$896K Buy
+52,595
New +$956K 0.14% 236
2018
Q3 		– Sell
-40,640
Closed -$810K – 447
2018
Q2 		$810K Buy
40,640
+60
+0.1% +$1.11K 0.12% 253
2018
Q1 		$714K Buy
40,580
+3,190
+9% +$58.9K 0.1% 296
2017
Q4 		$733K Buy
+37,390
New +$745K 0.1% 304

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return