First Mercantile Trust’s Piedmont Realty Trust PDM Stock Holding History

First Mercantile Trust’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
2021 Q3	$128K	Sell	7,348 -113	-2%	-$2.06K	0.02%	571
2021 Q2	$138K	Sell	7,461 -266	-3%	-$4.95K	0.02%	577
2021 Q1	$134K	Buy	7,727 +267	+4%	+$4.5K	0.02%	583
2020 Q4	$121K	Buy	7,460 +4,490	+151%	+$66.1K	0.01%	630
2020 Q3	$40K	Buy	+2,970	New	+$46K	﹤0.01%	796

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

First Mercantile Trust's PDM Position: Q3 2021 in Review

First Mercantile Trust reduced its Piedmont Realty Trust (PDM) stake by 1.5% in Q3 2021, selling an estimated $2.06K and leaving 7,348 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #571.

First Mercantile Trust first reported a position in PDM in Q3 2020 and has held it in 5 quarters since. The position peaked at $138K in Q2 2021. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

First Mercantile Trust held 7,348 shares of Piedmont Realty Trust worth $128K as of Q3 2021.
First Mercantile Trust sold 113 Piedmont Realty Trust shares in Q3 2021, an estimated $2.06K.
Piedmont Realty Trust made up 0.02% of First Mercantile Trust's portfolio in Q3 2021, its #571 holding.
First Mercantile Trust first reported a position in Piedmont Realty Trust in Q3 2020 and has held it in 5 quarters since.
First Mercantile Trust's Piedmont Realty Trust position peaked at $138K in Q2 2021.
240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.