Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FHC
PDM
First Heartland Consultants’s
Piedmont Realty Trust
PDM
Stock Holding History
First Heartland Consultants’s Portfolio
PDM Stock Details
PDM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-11,606
Closed
-$84.4K
–
400
2023
Q2
$84.4K
Buy
+11,606
New
+$77.3K
0.01%
369
2018
Q1
–
Sell
-10,965
Closed
-$215K
–
275
2017
Q4
$215K
Sell
10,965
-450
-4%
-$8.96K
0.06%
255
2017
Q3
$230K
Buy
11,415
+200
+2%
+$4.08K
0.06%
302
2017
Q2
$236K
Buy
11,215
+28
+0.3%
+$605
0.06%
303
2017
Q1
$239K
Buy
11,187
+33
+0.3%
+$715
0.07%
294
2016
Q4
$233K
Buy
11,154
+156
+1%
+$3.15K
0.07%
284
2016
Q3
$239K
Buy
10,998
+5
+0%
+$107
0.07%
275
2016
Q2
$237
Buy
10,993
+5
+0%
+$101
0.03%
258
2016
Q1
$223K
Sell
10,988
-662
-6%
-$12.3K
0.08%
234
2015
Q4
$220K
Buy
11,650
+5
+0%
+$96
0.08%
242
2015
Q3
$208K
Sell
11,645
-1,914
-14%
-$34.2K
0.09%
229
2015
Q2
$238
Buy
13,559
+231
+2%
+$4.11K
0.06%
221
2015
Q1
$248K
Sell
13,328
-3,581
-21%
-$67.5K
0.09%
209
2014
Q4
$319K
Buy
16,909
+939
+6%
+$17.7K
0.13%
178
2014
Q3
$282K
Buy
15,970
+1,710
+12%
+$32.8K
0.12%
185
2014
Q2
$270K
Sell
14,260
-1,035
-7%
-$19K
0.12%
189
2014
Q1
$262K
Sell
15,295
-7,956
-34%
-$133K
0.13%
188
2013
Q4
$384K
Sell
23,251
-14,200
-38%
-$246K
0.22%
124
2013
Q3
$663K
Buy
37,451
+36
+0.1%
+$644
0.4%
73
2013
Q2
$669K
Buy
+37,415
New
+$728K
0.39%
69
Other funds holding PDM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
PMG
Private Management Group
Irvine, California
$3.47B AUM
13.39%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Man Group
London, United Kingdom
$55.1B AUM
24.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close