DT
PDM

Diversified Trust’s Piedmont Realty Trust PDM Stock Holding History

Diversified Trust’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
2021
Q1 		– Sell
-22,102
Closed -$359K – 832
2020
Q4 		$359K Hold
22,102
– – 0.01% 449
2020
Q3 		$300K Buy
+22,102
New +$342K 0.01% 449

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Diversified Trust's PDM Position: Q1 2021 in Review

Diversified Trust sold out of Piedmont Realty Trust (PDM) in Q1 2021, closing a stake of 22,102 shares — an estimated $359K sold.

Diversified Trust first reported a position in PDM in Q3 2020 and held it in 2 quarters. The position peaked at $359K in Q4 2020. 246 funds tracked by Wall St. Rank hold PDM as of Q1 2021.

  • Diversified Trust reported no remaining Piedmont Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Diversified Trust sold 22,102 Piedmont Realty Trust shares in Q1 2021, an estimated $359K.
  • Diversified Trust first reported a position in Piedmont Realty Trust in Q3 2020 and held it in 2 quarters.
  • Diversified Trust's Piedmont Realty Trust position peaked at $359K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2021.

Based on Diversified Trust's 13F filing for Q1 2021, filed 10 May 2021.