CIC
PDM

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return