Dean Investment Associates’s Piedmont Realty Trust PDM Stock Holding History

Dean Investment Associates’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
2022 Q3	–	Sell	-110,736	Closed	-$1.45M	–	225
2022 Q2	$1.45M	Sell	110,736 -39,323	-26%	-$592K	0.28%	141
2022 Q1	$2.58M	Sell	150,059 -7,239	-5%	-$127K	0.46%	85
2021 Q4	$2.89M	Sell	157,298 -26,451	-14%	-$484K	0.51%	73
2021 Q3	$3.2M	Sell	183,749 -3,832	-2%	-$69.8K	0.6%	56
2021 Q2	$3.46M	Buy	187,581 +5,265	+3%	+$98K	0.64%	41
2021 Q1	$3.17M	Buy	+182,316	New	+$3.08M	0.6%	50
2015 Q4	–	Sell	-194,395	Closed	-$3.48M	–	224
2015 Q3	$3.48M	Buy	194,395 +90,555	+87%	+$1.62M	0.78%	50
2015 Q2	$1.83M	Buy	103,840 +48,310	+87%	+$859K	0.41%	98
2015 Q1	$1.03M	Buy	+55,530	New	+$1.05M	0.24%	125

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

CIMLRA

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

HRES

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

Dean Investment Associates's PDM Position: Q3 2022 in Review

Dean Investment Associates sold out of Piedmont Realty Trust (PDM) in Q3 2022, closing a stake of 110,736 shares — an estimated $1.45M sold.

Dean Investment Associates first reported a position in PDM in Q1 2015 and held it in 9 quarters. The position peaked at $3.48M in Q3 2015. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

Dean Investment Associates reported no remaining Piedmont Realty Trust position as of Q3 2022 after selling out during the quarter.
Dean Investment Associates sold 110,736 Piedmont Realty Trust shares in Q3 2022, an estimated $1.45M.
Dean Investment Associates first reported a position in Piedmont Realty Trust in Q1 2015 and held it in 9 quarters.
Dean Investment Associates's Piedmont Realty Trust position peaked at $3.48M in Q3 2015.
244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Dean Investment Associates's 13F filing for Q3 2022, filed 9 Nov 2022.