Globeflex Capital’s Piedmont Realty Trust PDM Stock Holding History

Globeflex 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
2022 Q4	–	Sell	-1,103,532	Closed	-$11.7M	–	514
2022 Q3	$11.7M	Buy	1,103,532 +991,558	+886%	+$12.4M	2%	3
2022 Q2	$1.47M	Buy	111,974 +96,535	+625%	+$1.45M	0.36%	70
2022 Q1	$266K	Hold	15,439	–	–	0.05%	319
2021 Q4	$284K	Hold	15,439	–	–	0.06%	329
2021 Q3	$269K	Hold	15,439	–	–	0.06%	312
2021 Q2	$285K	Hold	15,439	–	–	0.05%	355
2021 Q1	$268K	Hold	15,439	–	–	0.05%	363
2020 Q4	$251K	Buy	+15,439	New	+$227K	0.05%	361
2017 Q1	–	Sell	-30,771	Closed	-$643K	–	512
2016 Q4	$643K	Buy	30,771 +8,187	+36%	+$165K	0.16%	224
2016 Q3	$492K	Buy	+22,584	New	+$485K	0.12%	251

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

PMG

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

Globeflex Capital's PDM Position: Q4 2022 in Review

Globeflex Capital sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 1,103,532 shares — an estimated $11.7M sold.

Globeflex Capital first reported a position in PDM in Q3 2016 and held it in 10 quarters. The position peaked at $11.7M in Q3 2022. 260 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

Globeflex Capital reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
Globeflex Capital sold 1,103,532 Piedmont Realty Trust shares in Q4 2022, an estimated $11.7M.
Globeflex Capital first reported a position in Piedmont Realty Trust in Q3 2016 and held it in 10 quarters.
Globeflex Capital's Piedmont Realty Trust position peaked at $11.7M in Q3 2022.
260 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Globeflex Capital's 13F filing for Q4 2022, filed 10 Feb 2023.