HRES
PDM

Heitman Real Estate Securities’s Piedmont Realty Trust PDM Stock Holding History

Heitman Real Estate Securities’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
-2,715,014
Closed -$28.7M – 49
2022
Q3 		$28.7M Sell
2,715,014
-133,441
-5% -$1.68M 1.55% 27
2022
Q2 		$37.4M Sell
2,848,455
-543,505
-16% -$8.18M 1.75% 22
2022
Q1 		$58.4M Buy
3,391,960
+498,658
+17% +$8.76M 2.31% 17
2021
Q4 		$53.2M Buy
2,893,302
+481,447
+20% +$8.82M 2.38% 16
2021
Q3 		$42M Sell
2,411,855
-700,908
-23% -$12.8M 1.91% 23
2021
Q2 		$57.5M Buy
3,112,763
+1,116,729
+56% +$20.8M 2.62% 16
2021
Q1 		$34.7M Sell
1,996,034
-50,373
-2% -$850K 1.96% 22
2020
Q4 		$33.2M Sell
2,046,407
-236,319
-10% -$3.48M 1.77% 28
2020
Q3 		$31M Buy
2,282,726
+1,219,986
+115% +$18.9M 1.82% 23
2020
Q2 		$17.7M Buy
+1,062,740
New +$17.7M 0.97% 47

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fuller & Thaler Asset Management
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Heitman Real Estate Securities's PDM Position: Q4 2022 in Review

Heitman Real Estate Securities sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 2,715,014 shares — an estimated $28.7M sold.

Heitman Real Estate Securities first reported a position in PDM in Q2 2020 and held it in 10 quarters. The position peaked at $58.4M in Q1 2022. 260 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • Heitman Real Estate Securities reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Heitman Real Estate Securities sold 2,715,014 Piedmont Realty Trust shares in Q4 2022, an estimated $28.7M.
  • Heitman Real Estate Securities first reported a position in Piedmont Realty Trust in Q2 2020 and held it in 10 quarters.
  • Heitman Real Estate Securities's Piedmont Realty Trust position peaked at $58.4M in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Heitman Real Estate Securities's 13F filing for Q4 2022, filed 14 Feb 2023.