EWA
PDM

EverSource Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

EverSource Wealth 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
2026
Q1 		$16K Sell
2,437
-171
-7% -$1.33K ﹤0.01% 2642
2025
Q4 		$21.8K Sell
2,608
-1,482
-36% -$12.4K ﹤0.01% 2334
2025
Q3 		$36.8K Sell
4,090
-315
-7% -$2.54K ﹤0.01% 1923
2025
Q2 		$32.1K Buy
4,405
+3,005
+215% +$20.8K ﹤0.01% 1931
2025
Q1 		$10.3K Sell
1,400
-112
-7% -$887 ﹤0.01% 2094
2024
Q4 		$13.8K Sell
1,512
-128
-8% -$1.24K ﹤0.01% 1836
2024
Q3 		$16.6K Hold
1,640
– – ﹤0.01% 1591
2024
Q2 		$14.2K Buy
1,640
+105
+7% +$730 ﹤0.01% 1675
2024
Q1 		$10.6K Buy
1,535
+85
+6% +$570 ﹤0.01% 1663
2023
Q4 		$10.3K Buy
1,450
+645
+80% +$3.9K ﹤0.01% 1545
2023
Q3 		$4.52K Sell
805
-348
-30% -$2.39K ﹤0.01% 1738
2023
Q2 		$8.38K Buy
+1,153
New +$7.67K ﹤0.01% 1522

Other funds holding PDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.47B 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return