CPG
PDM

Cornerstone Planning Group’s Piedmont Realty Trust PDM Stock Holding History

Cornerstone Planning 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
Q2 		– Sell
-424
Closed -$2.87K – 1649
2025
Q1 		$2.87K Hold
424
– – ﹤0.01% 893
2024
Q4 		$3.74K Hold
424
– – ﹤0.01% 643
2024
Q3 		$4.28K Hold
424
– – ﹤0.01% 594
2024
Q2 		$3.44K Buy
424
+339
+399% +$2.36K ﹤0.01% 651
2024
Q1 		$588 Buy
+85
New +$570 ﹤0.01% 888

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
LSV Asset Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cornerstone Planning Group's PDM Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Piedmont Realty Trust (PDM) in Q2 2025, closing a stake of 424 shares — an estimated $2.87K sold.

Cornerstone Planning Group first reported a position in PDM in Q1 2024 and held it in 5 quarters. The position peaked at $4.28K in Q3 2024. 263 funds tracked by Wall St. Rank hold PDM as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Piedmont Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 424 Piedmont Realty Trust shares in Q2 2025, an estimated $2.87K.
  • Cornerstone Planning Group first reported a position in Piedmont Realty Trust in Q1 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Piedmont Realty Trust position peaked at $4.28K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.