DA
PDM

Denali Advisors’s Piedmont Realty Trust PDM Stock Holding History

Denali Advisors’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
2024
Q2 		– Sell
-51,000
Closed -$359K – 380
2024
Q1 		$359K Sell
51,000
-25,500
-33% -$171K 0.11% 169
2023
Q4 		$544K Sell
76,500
-131
-0.2% -$791 0.17% 129
2023
Q3 		$431K Sell
76,631
-16,589
-18% -$114K 0.15% 155
2023
Q2 		$678K Buy
93,220
+93,000
+42,273% +$619K 0.24% 107
2023
Q1 		$1.61K Sell
220
-40,100
-99% -$368K ﹤0.01% 379
2022
Q4 		$370K Sell
40,320
-84,300
-68% -$833K 0.16% 126
2022
Q3 		$1.32M Hold
124,620
– – 0.62% 54
2022
Q2 		$1.64M Sell
124,620
-89,954
-42% -$1.35M 0.71% 52
2022
Q1 		$3.69M Sell
214,574
-24
-0% -$421 1.43% 27
2021
Q4 		$3.94M Buy
214,598
+4,700
+2% +$86.1K 1.48% 20
2021
Q3 		$3.66M Sell
209,898
-18,600
-8% -$339K 1.53% 21
2021
Q2 		$4.22M Buy
228,498
+3,929
+2% +$73.1K 1.62% 21
2021
Q1 		$3.9M Sell
224,569
-5,731
-2% -$96.7K 1.2% 27
2020
Q4 		$3.74M Buy
230,300
+115,900
+101% +$1.71M 0.64% 60
2020
Q3 		$1.55M Buy
114,400
+45,600
+66% +$706K 0.31% 108
2020
Q2 		$1.14M Buy
68,800
+27,700
+67% +$462K 0.22% 134
2020
Q1 		$726K Buy
+41,100
New +$886K 0.16% 131

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Denali Advisors's PDM Position: Q2 2024 in Review

Denali Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 51,000 shares — an estimated $359K sold.

Denali Advisors first reported a position in PDM in Q1 2020 and held it in 17 quarters. The position peaked at $4.22M in Q2 2021. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

  • Denali Advisors reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 51,000 Piedmont Realty Trust shares in Q2 2024, an estimated $359K.
  • Denali Advisors first reported a position in Piedmont Realty Trust in Q1 2020 and held it in 17 quarters.
  • Denali Advisors's Piedmont Realty Trust position peaked at $4.22M in Q2 2021.
  • 231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.