Global Retirement Partners’s Piedmont Realty Trust PDM Stock Holding History

Global Retirement Partners’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 Q4	$77.8K	Buy	9,334 +4,519	+94%	+$37.7K	﹤0.01%	2067
2025 Q3	$43.3K	Buy	4,815 +140	+3%	+$1.13K	﹤0.01%	1978
2025 Q2	$34.1K	Buy	+4,675	New	+$32.3K	﹤0.01%	1983
2024 Q4	$42.8K	Hold	4,675	–	–	﹤0.01%	1693
2024 Q3	$47.2K	Hold	4,675	–	–	﹤0.01%	1584
2024 Q2	$33.9K	Hold	4,675	–	–	﹤0.01%	1735
2024 Q1	$32.9K	Hold	4,675	–	–	﹤0.01%	1601
2023 Q4	$33.6K	Hold	4,675	–	–	﹤0.01%	1531
2023 Q3	$24.4K	Hold	4,675	–	–	﹤0.01%	1562
2023 Q2	$34K	Hold	4,675	–	–	﹤0.01%	1449
2023 Q1	$29K	Hold	4,675	–	–	﹤0.01%	1486
2022 Q4	$42.9K	Buy	+4,675	New	+$46.2K	﹤0.01%	1150

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

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management

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