Evergreen Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Evergreen Capital Management’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 Q2	$152K	Sell	16,621 -1,372	-8%	-$11.3K	﹤0.01%	1487
2026 Q1	$118K	Sell	17,993 -887	-5%	-$6.9K	﹤0.01%	1453
2025 Q4	$157K	Sell	18,880 -392	-2%	-$3.27K	﹤0.01%	1343
2025 Q3	$173K	Sell	19,272 -225	-1%	-$1.81K	﹤0.01%	1245
2025 Q2	$142K	Sell	19,497 -4,661	-19%	-$32.2K	﹤0.01%	1070
2025 Q1	$178K	Sell	24,158 -1,016	-4%	-$8.04K	0.01%	1017
2024 Q4	$234K	Sell	25,174 -340	-1%	-$3.3K	0.01%	879
2024 Q3	$258K	Sell	25,514 -10,245	-29%	-$91.3K	0.01%	792
2024 Q2	$259K	Buy	35,759 +13,017	+57%	+$90.5K	0.01%	719
2024 Q1	$160K	Buy	22,742 +734	+3%	+$4.92K	0.01%	817
2023 Q4	$159K	Sell	22,008 -13,816	-39%	-$83.4K	0.01%	795
2023 Q3	$201K	Sell	35,824 -206	-0.6%	-$1.41K	0.01%	715
2023 Q2	$262K	Buy	36,030 +24,013	+200%	+$160K	0.01%	612
2023 Q1	$87.7K	Buy	+12,017	New	+$110K	﹤0.01%	694

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WAM

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's PDM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Piedmont Realty Trust (PDM) stake by 7.6% in Q2 2026, selling an estimated $11.3K and leaving 16,621 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Evergreen Capital Management first reported a position in PDM in Q1 2023 and has held it in 14 quarters since. The position peaked at $262K in Q2 2023. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Evergreen Capital Management held 16,621 shares of Piedmont Realty Trust worth $152K as of Q2 2026.
Evergreen Capital Management sold 1,372 Piedmont Realty Trust shares in Q2 2026, an estimated $11.3K.
Piedmont Realty Trust made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1487 holding.
Evergreen Capital Management first reported a position in Piedmont Realty Trust in Q1 2023 and has held it in 14 quarters since.
Evergreen Capital Management's Piedmont Realty Trust position peaked at $262K in Q2 2023.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.