Ethic Inc’s Piedmont Realty Trust PDM Stock Holding History

Ethic Inc’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
2026 Q1	$389K	Buy	59,150 +10,830	+22%	+$84.3K	0.01%	967
2025 Q4	$403K	Buy	48,320 +9,641	+25%	+$80.5K	0.01%	920
2025 Q3	$348K	Sell	38,679 -834	-2%	-$6.71K	0.01%	959
2025 Q2	$288K	Buy	39,513 +2,828	+8%	+$19.5K	0.01%	994
2025 Q1	$272K	Sell	36,685 -348	-0.9%	-$2.75K	0.01%	976
2024 Q4	$339K	Buy	37,033 +24,148	+187%	+$235K	0.01%	906
2024 Q3	$90.6K	Sell	12,885 -32,178	-71%	-$287K	﹤0.01%	1047
2024 Q2	$327K	Buy	45,063 +32,178	+250%	+$224K	0.01%	884
2024 Q1	$90.6K	Sell	12,885 -1,863	-13%	-$12.5K	﹤0.01%	1047
2023 Q4	$105K	Sell	14,748 -2,488	-14%	-$15K	﹤0.01%	1017
2023 Q3	$96.9K	Sell	17,236 -10,943	-39%	-$75.1K	﹤0.01%	979
2023 Q2	$205K	Buy	+28,179	New	+$188K	0.01%	904

Other funds holding PDM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return