DAC
PDM

Dividend Assets Capital’s Piedmont Realty Trust PDM Stock Holding History

Dividend Assets Capital’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
Q1 		– Sell
-1,304
Closed -$9K – 308
2023
Q4 		$9K Hold
1,304
– – ﹤0.01% 387
2023
Q3 		$7K Hold
1,304
– – ﹤0.01% 408
2023
Q2 		$9K Hold
1,304
– – ﹤0.01% 418
2023
Q1 		$12K Hold
1,304
– – ﹤0.01% 424
2022
Q4 		$12K Hold
1,304
– – ﹤0.01% 424
2022
Q3 		$14K Hold
1,304
– – ﹤0.01% 421
2022
Q2 		$17K Hold
1,304
– – ﹤0.01% 414
2022
Q1 		$22K Hold
1,304
– – ﹤0.01% 377
2021
Q4 		$24K Hold
1,304
– – ﹤0.01% 361
2021
Q3 		$23K Hold
1,304
– – ﹤0.01% 363
2021
Q2 		$24K Hold
1,304
– – ﹤0.01% 372
2021
Q1 		$23K Hold
1,304
– – ﹤0.01% 375
2020
Q4 		$21K Buy
+1,304
New +$19.2K ﹤0.01% 373

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return