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

Crawford 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
2021 Q2	–	Sell	-190,075	Closed	-$3.3M	–	295
2021 Q1	$3.3M	Buy	190,075 +4,890	+3%	+$82.5K	0.07%	153
2020 Q4	$3.01M	Buy	185,185 +10,040	+6%	+$148K	0.07%	152
2020 Q3	$2.38M	Buy	175,145 +17,070	+11%	+$264K	0.06%	152
2020 Q2	$2.63M	Buy	158,075 +38,750	+32%	+$647K	0.08%	137
2020 Q1	$2.11M	Sell	119,325 -6,520	-5%	-$141K	0.07%	136
2019 Q4	$2.8M	Buy	125,845 +14,300	+13%	+$308K	0.07%	150
2019 Q3	$2.33M	Buy	111,545 +14,470	+15%	+$292K	0.06%	149
2019 Q2	$1.94M	Buy	97,075 +19,800	+26%	+$409K	0.05%	154
2019 Q1	$1.61M	Buy	77,275 +23,680	+44%	+$466K	0.05%	155
2018 Q4	$913K	Buy	+53,595	New	+$974K	0.03%	165

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

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

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

Crawford Investment Counsel's PDM Position: Q2 2021 in Review

Crawford Investment Counsel sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 190,075 shares — an estimated $3.3M sold.

Crawford Investment Counsel first reported a position in PDM in Q4 2018 and held it in 10 quarters. The position peaked at $3.3M in Q1 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

Crawford Investment Counsel reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
Crawford Investment Counsel sold 190,075 Piedmont Realty Trust shares in Q2 2021, an estimated $3.3M.
Crawford Investment Counsel first reported a position in Piedmont Realty Trust in Q4 2018 and held it in 10 quarters.
Crawford Investment Counsel's Piedmont Realty Trust position peaked at $3.3M in Q1 2021.
242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Crawford Investment Counsel's 13F filing for Q2 2021, filed 16 Aug 2021.