DWM
PDM

Darwin Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Darwin Wealth Management’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 		$711 Hold
108
– – ﹤0.01% 551
2025
Q4 		$903 Hold
108
– – ﹤0.01% 564
2025
Q3 		$975 Hold
108
– – ﹤0.01% 541
2025
Q2 		$789 Buy
108
+3
+3% +$21 ﹤0.01% 539
2025
Q1 		$961 Hold
105
– – ﹤0.01% 563
2024
Q4 		$961 Hold
105
– – ﹤0.01% 563
2024
Q3 		$1.06K Buy
+105
New +$936 ﹤0.01% 560
2020
Q2 		– Sell
-545
Closed -$8K – 577
2020
Q1 		$8K Buy
+545
New +$11.7K ﹤0.01% 521

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

Darwin Wealth Management's PDM Position: Q1 2026 in Review

Darwin Wealth Management held its Piedmont Realty Trust (PDM) position steady in Q1 2026 at 108 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Darwin Wealth Management first reported a position in PDM in Q1 2020 and has held it in 8 quarters since. The position peaked at $8K in Q1 2020. 253 funds tracked by Wall St. Rank hold PDM as of Q1 2026.

  • Darwin Wealth Management held 108 shares of Piedmont Realty Trust worth $711 as of Q1 2026.
  • Darwin Wealth Management left its Piedmont Realty Trust share count unchanged in Q1 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Darwin Wealth Management first reported a position in Piedmont Realty Trust in Q1 2020 and has held it in 8 quarters since.
  • Darwin Wealth Management's Piedmont Realty Trust position peaked at $8K in Q1 2020.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.