FSA Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

FSA Wealth Management’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
2025 Q3	$10.9K	Hold	1,212	–	–	﹤0.01%	298
2025 Q2	$8.84K	Hold	1,212	–	–	﹤0.01%	313
2025 Q1	$8.93K	Buy	1,212 +28	+2%	+$222	﹤0.01%	283
2024 Q4	$10.8K	Hold	1,184	–	–	﹤0.01%	287
2024 Q3	$12K	Buy	+1,184	New	+$10.6K	﹤0.01%	289
2024 Q1	$8.14K	Buy	1,158 +31	+3%	+$208	﹤0.01%	360
2023 Q4	$8K	Buy	+1,127	New	+$6.8K	﹤0.01%	359
2021 Q1	–	Sell	-1,877	Closed	-$30K	–	189
2020 Q4	$30K	Buy	+1,877	New	+$27.6K	0.02%	168
2020 Q3	–	Sell	-701	Closed	-$12K	–	268
2020 Q2	$12K	Hold	701	–	–	0.01%	252
2020 Q1	$12K	Hold	701	–	–	0.01%	224
2019 Q4	$16K	Buy	+701	New	+$15.1K	0.01%	253

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FSA Wealth Management's PDM Position: Q3 2025 in Review

FSA Wealth Management held its Piedmont Realty Trust (PDM) position steady in Q3 2025 at 1,212 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

FSA Wealth Management first reported a position in PDM in Q4 2019 and has held it in 11 quarters since. The position peaked at $30K in Q4 2020. 253 funds tracked by Wall St. Rank hold PDM as of Q3 2025.

FSA Wealth Management held 1,212 shares of Piedmont Realty Trust worth $10.9K as of Q3 2025.
FSA Wealth Management left its Piedmont Realty Trust share count unchanged in Q3 2025.
Piedmont Realty Trust made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #298 holding.
FSA Wealth Management first reported a position in Piedmont Realty Trust in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Piedmont Realty Trust position peaked at $30K in Q4 2020.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.