FFA
PDM

Freedman Financial Associates’s Piedmont Realty Trust PDM Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-43,365
Closed -$735K – 295
2022
Q1 		$735K Hold
43,365
– – 0.51% 29
2021
Q4 		$797K Sell
43,365
-250
-0.6% -$4.58K 0.54% 27
2021
Q3 		$760K Sell
43,615
-1,000
-2% -$18.2K 0.56% 27
2021
Q2 		$824K Sell
44,615
-600
-1% -$11.2K 0.62% 26
2021
Q1 		$785K Sell
45,215
-1,000
-2% -$16.9K 0.65% 23
2020
Q4 		$750K Buy
+46,215
New +$680K 0.67% 21

Other funds holding PDM

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's PDM Position: Q2 2022 in Review

Freedman Financial Associates sold out of Piedmont Realty Trust (PDM) in Q2 2022, closing a stake of 43,365 shares — an estimated $735K sold.

Freedman Financial Associates first reported a position in PDM in Q4 2020 and held it in 6 quarters. The position peaked at $824K in Q2 2021. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

  • Freedman Financial Associates reported no remaining Piedmont Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 43,365 Piedmont Realty Trust shares in Q2 2022, an estimated $735K.
  • Freedman Financial Associates first reported a position in Piedmont Realty Trust in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Piedmont Realty Trust position peaked at $824K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.