FFA
PDM

Farther Finance Advisors’s Piedmont Realty Trust PDM Stock Holding History

Farther Finance 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 		$42.6K Sell
6,584
-610
-8% -$4.75K ﹤0.01% 3101
2025
Q4 		$60K Sell
7,194
-250
-3% -$2.09K ﹤0.01% 2691
2025
Q3 		$67K Buy
7,444
+3,299
+80% +$26.5K ﹤0.01% 2278
2025
Q2 		$30.2K Sell
4,145
-326
-7% -$2.25K ﹤0.01% 2413
2025
Q1 		$33.2K Sell
4,471
-963
-18% -$7.62K ﹤0.01% 2116
2024
Q4 		$49.7K Buy
5,434
+622
+13% +$6.04K ﹤0.01% 1666
2024
Q3 		$48.6K Buy
4,812
+96
+2% +$855 ﹤0.01% 1683
2024
Q2 		$33.6K Buy
4,716
+507
+12% +$3.52K ﹤0.01% 1572
2024
Q1 		$28.2K Sell
4,209
-192
-4% -$1.29K ﹤0.01% 1388
2023
Q4 		$31.3K Buy
4,401
+4,338
+6,886% +$26.2K ﹤0.01% 1188
2023
Q3 		$354 Hold
63
– – ﹤0.01% 2346
2023
Q2 		$458 Buy
+63
New +$419 ﹤0.01% 2175

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