Gradient Investments’s Piedmont Realty Trust PDM Stock Holding History

Gradient Investments’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
2021 Q4	–	Sell	-123	Closed	-$2K	–	1303
2021 Q3	$2K	Hold	123	–	–	﹤0.01%	1021
2021 Q2	$2K	Hold	123	–	–	﹤0.01%	1007
2021 Q1	$2K	Hold	123	–	–	﹤0.01%	1020
2020 Q4	$2K	Hold	123	–	–	﹤0.01%	968
2020 Q3	$2K	Hold	123	–	–	﹤0.01%	973
2020 Q2	$2K	Hold	123	–	–	﹤0.01%	899
2020 Q1	$2K	Hold	123	–	–	﹤0.01%	932
2019 Q4	$3K	Hold	123	–	–	﹤0.01%	901
2019 Q3	$3K	Hold	123	–	–	﹤0.01%	881
2019 Q2	$2K	Buy	+123	New	+$2.54K	﹤0.01%	889
2017 Q3	–	Sell	-248	Closed	-$5K	–	569
2017 Q2	$5K	Buy	+248	New	+$5.36K	﹤0.01%	579
2016 Q3	–	Sell	-123	Closed	-$3K	–	766
2016 Q2	$3K	Hold	123	–	–	﹤0.01%	593
2016 Q1	$2K	Hold	123	–	–	﹤0.01%	625
2015 Q4	$2K	Hold	123	–	–	﹤0.01%	593
2015 Q3	$2K	Sell	123 -1,436	-92%	-$25.7K	﹤0.01%	519
2015 Q2	$27K	Buy	+1,559	New	+$27.7K	﹤0.01%	292

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

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

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

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

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

Geode Capital Management

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