C
PDM

Covestor’s Piedmont Realty Trust PDM Stock Holding History

Covestor’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
2026
Q1 		$0 Hold
9
– – ﹤0.01% 2649
2025
Q4 		$0 Hold
9
– – ﹤0.01% 2622
2025
Q3 		$0 Hold
9
– – ﹤0.01% 2639
2025
Q2 		$0 Sell
9
-1,098
-99% -$7.59K ﹤0.01% 2615
2025
Q1 		$8K Buy
1,107
+30
+3% +$237 0.01% 1634
2024
Q4 		$10K Sell
1,077
-58
-5% -$564 0.01% 1549
2024
Q3 		$11K Buy
1,135
+54
+5% +$481 0.01% 1508
2024
Q2 		$8K Sell
1,081
-65
-6% -$452 0.01% 1683
2024
Q1 		$8K Sell
1,146
-148
-11% -$992 0.01% 1713
2023
Q4 		$9K Buy
1,294
+225
+21% +$1.36K 0.01% 1652
2023
Q3 		$6K Sell
1,069
-76
-7% -$521 ﹤0.01% 1690
2023
Q2 		$8K Buy
1,145
+813
+245% +$5.41K 0.01% 1589
2023
Q1 		$2K Buy
332
+111
+50% +$1.02K ﹤0.01% 1781
2022
Q4 		$2K Buy
221
+92
+71% +$909 ﹤0.01% 1797
2022
Q3 		$1K Buy
129
+112
+659% +$1.41K ﹤0.01% 1838
2022
Q2 		$0 Sell
17
-95
-85% -$1.43K ﹤0.01% 2240
2022
Q1 		$2K Buy
112
+10
+10% +$176 ﹤0.01% 1687
2021
Q4 		$2K Buy
+102
New +$1.87K ﹤0.01% 1565

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Covestor's PDM Position: Q1 2026 in Review

Covestor held its Piedmont Realty Trust (PDM) position steady in Q1 2026 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Covestor first reported a position in PDM in Q4 2021 and has held it in 18 quarters since. The position peaked at $11K in Q3 2024. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Covestor held 9 shares of Piedmont Realty Trust worth $0 as of Q1 2026.
  • Covestor left its Piedmont Realty Trust share count unchanged in Q1 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2649 holding.
  • Covestor first reported a position in Piedmont Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Piedmont Realty Trust position peaked at $11K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.