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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return