GI
PDM

GAMMA Investing’s Piedmont Realty Trust PDM Stock Holding History

GAMMA Investing’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
2026
Q2 		$28.6K Buy
3,130
+56
+2% +$462 ﹤0.01% 2644
2026
Q1 		$20.2K Sell
3,074
-59
-2% -$459 ﹤0.01% 2710
2025
Q4 		$26.1K Sell
3,133
-26
-0.8% -$217 ﹤0.01% 2461
2025
Q3 		$28.4K Buy
3,159
+26
+0.8% +$209 ﹤0.01% 2339
2025
Q2 		$22.8K Sell
3,133
-74
-2% -$511 ﹤0.01% 2387
2025
Q1 		$23.6K Sell
3,207
-481
-13% -$3.81K ﹤0.01% 2289
2024
Q4 		$33.7K Sell
3,688
-51
-1% -$496 ﹤0.01% 1970
2024
Q3 		$37.8K Buy
3,739
+349
+10% +$3.11K ﹤0.01% 1693
2024
Q2 		$24.6K Buy
3,390
+903
+36% +$6.28K ﹤0.01% 1711
2024
Q1 		$17.5K Sell
2,487
-289
-10% -$1.94K ﹤0.01% 1734
2023
Q4 		$18.9K Buy
+2,776
New +$16.8K 0.01% 1544

Other funds holding PDM

WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return