DIA
PDM

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return