FC
PDM

FORA Capital’s Piedmont Realty Trust PDM Stock Holding History

FORA Capital’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 		– Sell
-2,042
Closed -$38K – 719
2021
Q2 		$38K Buy
+2,042
New +$38K 0.01% 756
2020
Q4 		– Sell
-1,164
Closed -$16K – 1088
2020
Q3 		$16K Buy
+1,164
New +$18K 0.01% 617
2020
Q2 		– Sell
-5,238
Closed -$93K – 1209
2020
Q1 		$93K Sell
5,238
-1,601
-23% -$34.5K 0.02% 629
2019
Q4 		$152K Buy
+6,839
New +$147K 0.02% 681

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FORA Capital's PDM Position: Q3 2021 in Review

FORA Capital sold out of Piedmont Realty Trust (PDM) in Q3 2021, closing a stake of 2,042 shares — an estimated $38K sold.

FORA Capital first reported a position in PDM in Q4 2019 and held it in 4 quarters. The position peaked at $152K in Q4 2019. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

  • FORA Capital reported no remaining Piedmont Realty Trust position as of Q3 2021 after selling out during the quarter.
  • FORA Capital sold 2,042 Piedmont Realty Trust shares in Q3 2021, an estimated $38K.
  • FORA Capital first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Piedmont Realty Trust position peaked at $152K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.