HCM
PDM

HGI Capital Management’s Piedmont Realty Trust PDM Stock Holding History

HGI Capital Management’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
2023
Q3 		– Sell
-153,565
Closed -$1.12M – 52
2023
Q2 		$1.12M Buy
+153,565
New +$1.02M 0.54% 38
2021
Q2 		– Sell
-177,631
Closed -$3.08M – 79
2021
Q1 		$3.08M Buy
+177,631
New +$3M 1.31% 32
2018
Q1 		– Sell
-109,156
Closed -$2.14M – 44
2017
Q4 		$2.14M Buy
+109,156
New +$2.17M 1.36% 30

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

HGI Capital Management's PDM Position: Q3 2023 in Review

HGI Capital Management sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 153,565 shares — an estimated $1.12M sold.

HGI Capital Management first reported a position in PDM in Q4 2017 and held it in 3 quarters. The position peaked at $3.08M in Q1 2021. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • HGI Capital Management reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • HGI Capital Management sold 153,565 Piedmont Realty Trust shares in Q3 2023, an estimated $1.12M.
  • HGI Capital Management first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 3 quarters.
  • HGI Capital Management's Piedmont Realty Trust position peaked at $3.08M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on HGI Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.